+128.5%
MT price history and return analytics
+57.5%
+70.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.7% | +3.0% |
| 7D | +8.7% | -0.1% | +8.8% | +8.9% |
| 30D | +2.4% | -3.1% | +5.5% | +7.6% |
| 3M | -11.1% | -3.5% | -7.6% | -5.8% |
| 6M | +6.3% | +0.5% | +5.9% | +6.5% |
| YTD | +45.1% | +10.8% | +34.3% | +27.5% |
| 1Y | +68.3% | +11.9% | +56.4% | +45.6% |
| 3Y | +215.9% | +73.0% | +143.0% | +46.8% |
| 5Y | +128.5% | +58.6% | +69.9% | +27.3% |
| All | +128.5% | +57.5% | +70.9% | +27.3% |
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