+149.0%
MT price history and return analytics
+66.2%
+82.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.2% |
| 7D | +5.2% | +1.0% | +4.2% | +3.6% |
| 30D | +5.3% | -0.2% | +5.5% | +5.7% |
| 3M | +15.1% | +4.5% | +10.5% | +7.6% |
| 6M | +39.9% | +14.1% | +25.8% | +16.3% |
| YTD | +70.5% | +14.8% | +55.7% | +41.3% |
| 1Y | +128.6% | +21.2% | +107.4% | +75.2% |
| 3Y | +215.5% | +76.6% | +138.9% | +40.3% |
| 5Y | +149.0% | +66.6% | +82.4% | +28.4% |
| All | +149.0% | +66.2% | +82.8% | +28.4% |
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 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