+398.0%
MTZ vs VTEB
+23.2%
+374.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -0.9% | -1.0% |
| 7D | +5.0% | -1.2% | +6.2% | +6.2% |
| 30D | -6.0% | +2.5% | -8.5% | -8.1% |
| 3M | -36.1% | -1.7% | -34.4% | -35.1% |
| 6M | -56.9% | -1.2% | -55.6% | -56.4% |
| YTD | -15.9% | -0.5% | -15.4% | -15.4% |
| 1Y | -3.8% | -0.1% | -3.8% | -3.6% |
| 3Y | +272.3% | +10.5% | +261.8% | +240.8% |
| 5Y | +91.1% | +2.6% | +88.5% | +85.9% |
| All | +398.0% | +23.2% | +374.9% | +655.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VTEB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling