-28.8%
MATH price history and return analytics
+74.0%
-102.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.3% | +5.3% |
| 7D | +3.0% | +2.4% | +0.6% | +1.0% |
| 30D | -4.6% | -1.5% | -3.1% | -3.4% |
| 3M | +27.1% | -4.1% | +31.3% | +31.8% |
| 6M | +8.4% | +0.6% | +7.9% | +7.2% |
| YTD | -50.5% | +11.0% | -61.5% | -55.3% |
| 1Y | -63.1% | +13.3% | -76.5% | -67.3% |
| 3Y | -28.8% | +73.4% | -102.2% | -40.5% |
| All | -28.8% | +74.0% | -102.8% | -40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling