-48.9%
MAT price history and return analytics
+214.8%
-263.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.2% | +0.4% |
| 7D | -3.3% | -4.2% | +0.9% | +1.1% |
| 30D | -6.0% | -5.8% | -0.2% | -0.1% |
| 3M | +3.5% | -5.2% | +8.8% | +9.3% |
| 6M | +1.7% | +0.1% | +1.6% | +0.5% |
| YTD | -24.5% | +8.2% | -32.8% | -31.8% |
| 1Y | -21.5% | +10.1% | -31.6% | -30.3% |
| 3Y | -22.9% | +69.7% | -92.6% | -56.8% |
| 5Y | -31.1% | +53.4% | -84.5% | -56.8% |
| All | -48.9% | +214.8% | -263.7% | -86.3% |
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