-56.6%
MATV price history and return analytics
+53.4%
-110.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.6% | -5.6% |
| 7D | +3.2% | -2.3% | +5.5% | +6.1% |
| 30D | -1.8% | -5.0% | +3.1% | +4.5% |
| 3M | +1.0% | -4.9% | +5.9% | +7.4% |
| 6M | +28.4% | -1.5% | +29.9% | +29.8% |
| YTD | -0.8% | +8.5% | -9.2% | -12.2% |
| 1Y | -5.3% | +11.4% | -16.7% | -19.1% |
| 3Y | -4.4% | +70.1% | -74.5% | -48.0% |
| All | -56.6% | +53.4% | -110.0% | -74.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling