+916.4%
VRT vs MTCH
-72.5%
+988.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.9% | -6.6% | -6.0% |
| 7D | -7.7% | -1.4% | -6.3% | -7.3% |
| 30D | -12.0% | +13.6% | -25.6% | -16.5% |
| 3M | -11.7% | +22.4% | -34.1% | -19.6% |
| 6M | -8.1% | +37.2% | -45.3% | -20.8% |
| YTD | +53.2% | +31.8% | +21.4% | +33.1% |
| 1Y | +81.7% | +12.9% | +68.8% | +67.9% |
| 3Y | +535.3% | -1.1% | +536.4% | +489.5% |
| 5Y | +916.4% | -73.5% | +989.9% | +1,508.1% |
| All | +916.4% | -72.5% | +988.9% | +1,508.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 5y: compounded portfolio wealth divided by compounded MTCH 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…
5y analysis · Full analysis span regression · 6 months rolling