+753.2%
MTZ vs VTR
+87.8%
+665.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.0% |
| 7D | +2.3% | -2.9% | +5.2% | +3.5% |
| 30D | -10.3% | -2.8% | -7.5% | -9.4% |
| 3M | -31.8% | +9.0% | -40.8% | -35.2% |
| 6M | -19.2% | +5.0% | -24.1% | -22.2% |
| YTD | +10.7% | +16.9% | -6.2% | +1.7% |
| 1Y | +37.5% | +34.3% | +3.2% | +18.2% |
| 3Y | +162.4% | +131.6% | +30.8% | +73.2% |
| 5Y | +166.3% | +88.0% | +78.3% | +89.7% |
| 10Y | +753.2% | +97.8% | +655.4% | +385.6% |
| All | +753.2% | +87.8% | +665.4% | +385.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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