-55.1%
MATV price history and return analytics
+59.7%
-114.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.7% | +6.6% | +6.0% |
| 7D | +6.5% | -0.3% | +6.8% | +7.0% |
| 30D | -0.1% | -1.4% | +1.4% | +1.8% |
| 3M | +32.6% | -1.4% | +34.0% | +35.0% |
| 6M | +40.0% | +5.5% | +34.5% | +29.7% |
| YTD | +2.6% | +12.8% | -10.2% | -13.4% |
| 1Y | +22.3% | +15.4% | +6.8% | -0.1% |
| 3Y | -3.2% | +76.9% | -80.1% | -49.8% |
| All | -55.1% | +59.7% | -114.8% | -74.5% |
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 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