+26.1%
MATE price history and return analytics
+12.1%
+14.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +7.7% | +2.4% | +5.4% | +4.8% |
| 30D | -4.4% | -1.5% | -2.9% | -2.5% |
| 3M | -0.7% | -4.1% | +3.5% | +4.4% |
| 6M | +1.4% | +0.6% | +0.8% | +1.0% |
| YTD | +20.9% | +11.0% | +9.9% | +5.3% |
| All | +26.1% | +12.1% | +14.0% | +4.3% |
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