-92.5%
MATH price history and return analytics
+168.2%
-260.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.5% | +6.1% | +5.8% |
| 7D | +28.7% | +1.0% | +27.7% | +28.2% |
| 30D | +15.3% | -0.2% | +15.6% | +15.4% |
| 3M | +12.8% | +4.5% | +8.3% | +10.8% |
| 6M | -14.2% | +14.1% | -28.2% | -18.6% |
| YTD | -51.0% | +14.8% | -65.7% | -53.6% |
| 1Y | -67.9% | +21.2% | -89.1% | -70.3% |
| 3Y | -24.8% | +76.6% | -101.4% | -37.8% |
| 5Y | -23.1% | +66.6% | -89.7% | -34.4% |
| All | -92.5% | +168.2% | -260.7% | -94.5% |
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