-39.1%
MATW price history and return analytics
+59.7%
-98.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.7% | +1.7% | +1.8% |
| 7D | +6.8% | -0.3% | +7.1% | +7.1% |
| 30D | +5.1% | -1.4% | +6.6% | +6.5% |
| 3M | -27.2% | -1.4% | -25.8% | -26.4% |
| 6M | -24.3% | +5.5% | -29.8% | -28.7% |
| YTD | -19.9% | +12.8% | -32.7% | -29.3% |
| 1Y | -8.5% | +15.4% | -23.9% | -21.3% |
| 3Y | -37.2% | +76.9% | -114.1% | -63.5% |
| All | -39.1% | +59.7% | -98.8% | -59.1% |
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