-53.4%
MAT price history and return analytics
+224.5%
-277.9%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -4.0% | +0.4% | -4.5% | -4.5% |
| 30D | +0.5% | +1.0% | -0.5% | -0.6% |
| 3M | +2.3% | +2.4% | -0.1% | -0.8% |
| 6M | -8.3% | +12.0% | -20.3% | -19.6% |
| YTD | -26.8% | +15.3% | -42.1% | -37.9% |
| 1Y | -22.1% | +22.6% | -44.7% | -38.1% |
| 3Y | -34.9% | +74.7% | -109.6% | -64.5% |
| 5Y | -32.5% | +66.1% | -98.6% | -60.9% |
| All | -53.4% | +224.5% | -277.9% | -86.9% |
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 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