+68.0%
VXUS vs MTZ
+275.7%
-207.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.2% | -0.6% |
| 7D | +2.3% | +16.5% | -14.2% | -0.2% |
| 30D | -2.2% | -10.2% | +8.0% | -1.1% |
| 3M | -5.4% | -34.2% | +28.7% | +0.5% |
| 6M | -1.2% | -56.0% | +54.7% | +11.3% |
| YTD | +10.4% | -14.8% | +25.2% | +10.5% |
| 1Y | +11.8% | -7.2% | +19.1% | +10.3% |
| All | +68.0% | +275.7% | -207.6% | +34.3% |
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