+1,366.4%
MATX price history and return analytics
+345.0%
+1,021.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.1% | +5.4% | +5.6% |
| 7D | -5.6% | -4.2% | -1.4% | -1.7% |
| 30D | -4.7% | -5.8% | +1.1% | +1.0% |
| 3M | +4.4% | -5.2% | +9.7% | +10.0% |
| 6M | +14.9% | +0.1% | +14.7% | +13.7% |
| YTD | +74.5% | +8.2% | +66.2% | +59.6% |
| 1Y | +96.9% | +10.1% | +86.8% | +76.9% |
| 3Y | +149.7% | +69.7% | +80.0% | +44.1% |
| 5Y | +155.0% | +53.4% | +101.6% | +65.1% |
| 10Y | +540.7% | +219.2% | +321.5% | +106.9% |
| All | +1,366.4% | +345.0% | +1,021.5% | +255.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling