+75.8%
VXUS vs MTZ
+165.0%
-89.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.8% | -4.2% | -1.0% |
| 7D | +1.6% | +3.6% | -2.0% | +1.0% |
| 30D | +1.0% | -9.6% | +10.6% | +2.5% |
| 3M | +5.7% | -31.9% | +37.6% | +11.1% |
| 6M | +13.6% | -13.8% | +27.4% | +14.8% |
| YTD | +17.4% | +13.3% | +4.1% | +13.6% |
| 1Y | +25.1% | +39.3% | -14.2% | +17.0% |
| 3Y | +75.8% | +168.3% | -92.5% | +54.2% |
| All | +75.8% | +165.0% | -89.2% | +54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling