-15.1%
MAT price history and return analytics
+15.2%
-30.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +1.1% |
| 7D | +1.9% | -0.3% | +2.2% | +2.0% |
| 30D | -3.0% | -1.4% | -1.6% | -2.5% |
| 3M | +4.8% | -1.4% | +6.2% | +5.3% |
| 6M | +4.8% | +5.5% | -0.6% | +1.3% |
| YTD | -21.5% | +12.8% | -34.4% | -29.6% |
| 1Y | -15.1% | +15.4% | -30.5% | -25.9% |
| All | -15.1% | +15.2% | -30.3% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling