+27.1%
MTZ vs VTEB
+0.4%
+26.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.2% | +2.6% |
| 7D | +1.4% | -0.9% | +2.3% | +3.8% |
| 30D | -14.5% | -2.5% | -12.0% | -9.0% |
| 3M | -32.9% | -3.0% | -30.0% | -27.7% |
| 6M | -20.8% | -2.1% | -18.7% | -16.2% |
| YTD | +10.6% | -1.5% | +12.1% | +17.5% |
| 1Y | +27.1% | +0.2% | +26.9% | +38.1% |
| All | +27.1% | +0.4% | +26.7% | +38.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling