-61.6%
MT price history and return analytics
+346.0%
-407.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.5% |
| 7D | +2.0% | -2.3% | +4.3% | +6.2% |
| 30D | -2.2% | -5.0% | +2.8% | +7.4% |
| 3M | -16.5% | -4.9% | -11.7% | -8.5% |
| 6M | -2.9% | -1.5% | -1.4% | +0.6% |
| YTD | +34.7% | +8.5% | +26.2% | +19.2% |
| 1Y | +63.3% | +11.4% | +51.9% | +37.5% |
| 3Y | +174.4% | +70.1% | +104.3% | +6.8% |
| 5Y | +102.3% | +53.7% | +48.6% | -4.1% |
| 10Y | +243.4% | +220.0% | +23.5% | -53.8% |
| All | -61.6% | +346.0% | -407.6% | -96.4% |
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 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