+1.0%
MATV price history and return analytics
+69.4%
-68.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.1% | +6.2% | +9.3% |
| 7D | +9.9% | -4.2% | +14.0% | +17.8% |
| 30D | +1.2% | -5.8% | +7.0% | +11.8% |
| 3M | +30.2% | -5.2% | +35.5% | +42.2% |
| 6M | +37.9% | +0.1% | +37.7% | +34.2% |
| YTD | +4.8% | +8.2% | -3.4% | -13.3% |
| 1Y | +21.9% | +10.1% | +11.8% | -3.1% |
| All | +1.0% | +69.4% | -68.3% | -77.7% |
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