+349.1%
VT vs MTCH
+761.3%
-412.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.3% |
| 7D | -2.3% | -5.7% | +3.4% | -1.2% |
| 30D | -5.0% | -4.5% | -0.5% | -4.2% |
| 3M | -4.9% | +7.1% | -12.0% | -6.6% |
| 6M | -1.5% | +3.8% | -5.3% | -3.1% |
| YTD | +8.5% | +23.6% | -15.1% | +2.5% |
| 1Y | +11.4% | +22.2% | -10.9% | +5.5% |
| 3Y | +70.1% | +43.6% | +26.5% | +51.3% |
| 5Y | +53.7% | -74.6% | +128.3% | +90.9% |
| 10Y | +220.0% | +176.9% | +43.0% | +91.3% |
| All | +349.1% | +761.3% | -412.3% | +30.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling