-46.1%
MAT price history and return analytics
+231.8%
-277.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +0.1% |
| 7D | +1.9% | -0.3% | +2.2% | +2.2% |
| 30D | -3.0% | -1.4% | -1.6% | -1.6% |
| 3M | +4.8% | -1.4% | +6.2% | +6.2% |
| 6M | +4.8% | +5.5% | -0.6% | -1.8% |
| YTD | -21.5% | +12.8% | -34.4% | -32.0% |
| 1Y | -15.1% | +15.4% | -30.5% | -28.2% |
| 3Y | -19.8% | +76.9% | -96.7% | -57.0% |
| 5Y | -27.5% | +60.4% | -87.9% | -56.6% |
| 10Y | -46.1% | +232.8% | -278.9% | -86.2% |
| All | -46.1% | +231.8% | -277.9% | -86.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling