+506.7%
MATX price history and return analytics
+215.5%
+291.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.2% |
| 7D | -5.2% | -2.3% | -2.8% | -2.9% |
| 30D | -4.8% | -5.0% | +0.2% | +0.6% |
| 3M | +2.9% | -4.9% | +7.8% | +8.6% |
| 6M | +16.0% | -1.5% | +17.5% | +16.9% |
| YTD | +72.9% | +8.5% | +64.4% | +55.3% |
| 1Y | +98.0% | +11.4% | +86.6% | +72.3% |
| 3Y | +140.5% | +70.1% | +70.4% | +26.8% |
| 5Y | +152.7% | +53.7% | +99.0% | +51.5% |
| All | +506.7% | +215.5% | +291.1% | +65.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling