+1,142.3%
VST vs MTZ
+465.6%
+676.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | -0.1% |
| 7D | +10.9% | +12.9% | -1.9% | +5.9% |
| 30D | -15.6% | -8.5% | -7.1% | -12.4% |
| 3M | -7.8% | -30.6% | +22.9% | +5.8% |
| 6M | -12.0% | -55.1% | +43.1% | +16.9% |
| YTD | -16.9% | -13.0% | -3.9% | -15.4% |
| 1Y | -25.1% | -4.3% | -20.8% | -26.5% |
| 3Y | +297.1% | +284.0% | +13.0% | +165.5% |
| 5Y | +641.9% | +97.7% | +544.3% | +463.6% |
| 10Y | +1,142.3% | +444.4% | +697.9% | +551.1% |
| All | +1,142.3% | +465.6% | +676.7% | +551.1% |
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