+240.2%
MT price history and return analytics
+217.6%
+22.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.7% | +3.1% |
| 7D | +8.7% | -0.1% | +8.8% | +8.9% |
| 30D | +2.4% | -3.1% | +5.5% | +8.1% |
| 3M | -11.1% | -3.5% | -7.6% | -5.4% |
| 6M | +6.3% | +0.5% | +5.9% | +6.4% |
| YTD | +45.1% | +10.8% | +34.3% | +25.3% |
| 1Y | +68.3% | +11.9% | +56.4% | +42.7% |
| 3Y | +215.9% | +73.0% | +143.0% | +29.1% |
| 5Y | +128.5% | +58.6% | +69.9% | +11.3% |
| 10Y | +240.2% | +219.2% | +21.0% | -50.4% |
| All | +240.2% | +217.6% | +22.6% | -50.4% |
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