+1,205.2%
VST vs MTZ
+544.1%
+661.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +8.6% | -1.3% | +3.9% |
| 7D | -0.5% | -2.4% | +1.9% | +0.8% |
| 30D | -17.1% | -11.1% | -6.0% | -13.0% |
| 3M | -4.6% | -30.6% | +26.0% | +9.4% |
| 6M | -9.1% | -54.4% | +45.3% | +20.1% |
| YTD | -16.6% | -13.0% | -3.6% | -15.0% |
| 1Y | -29.5% | -5.7% | -23.8% | -30.3% |
| 3Y | +297.5% | +297.2% | +0.4% | +163.3% |
| 5Y | +654.5% | +95.9% | +558.7% | +474.8% |
| 10Y | +1,205.2% | +492.6% | +712.6% | +571.7% |
| All | +1,205.2% | +544.1% | +661.1% | +571.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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