+218.8%
MT price history and return analytics
+221.8%
-2.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -1.6% |
| 7D | +3.2% | +2.4% | +0.9% | -0.7% |
| 30D | +0.7% | -1.5% | +2.2% | +3.4% |
| 3M | -14.0% | -4.1% | -9.9% | -7.4% |
| 6M | -2.2% | +0.6% | -2.7% | -2.3% |
| YTD | +39.1% | +11.0% | +28.0% | +19.6% |
| 1Y | +58.8% | +13.3% | +45.5% | +31.8% |
| 3Y | +201.4% | +73.4% | +128.0% | +22.6% |
| 5Y | +115.4% | +57.4% | +58.0% | +6.4% |
| All | +218.8% | +221.8% | -2.9% | -53.7% |
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