+3,257.0%
MTZ vs VTRS
+557.1%
+2,699.9%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.6% | +5.4% | +4.2% |
| 7D | +3.6% | -0.1% | +3.7% | +3.5% |
| 30D | -9.6% | +1.9% | -11.5% | -10.1% |
| 3M | -31.9% | +5.1% | -37.0% | -33.0% |
| 6M | -13.8% | +20.1% | -33.9% | -18.2% |
| YTD | +13.3% | +36.6% | -23.3% | +3.6% |
| 1Y | +39.3% | +64.1% | -24.8% | +21.2% |
| 3Y | +168.3% | +86.4% | +82.0% | +122.1% |
| 5Y | +166.4% | +40.9% | +125.5% | +131.3% |
| 10Y | +739.9% | -48.7% | +788.7% | +776.6% |
| All | +3,257.0% | +557.1% | +2,699.9% | +1,955.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VTRS 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling