+861.4%
MTA price history and return analytics
+446.6%
+414.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -2.2% | +0.4% | -2.6% | -2.3% |
| 30D | +22.9% | +1.0% | +21.9% | +22.5% |
| 3M | +33.9% | +2.4% | +31.5% | +33.1% |
| 6M | +17.3% | +12.0% | +5.3% | +13.2% |
| YTD | +32.5% | +15.3% | +17.2% | +26.9% |
| 1Y | +90.2% | +22.6% | +67.6% | +79.0% |
| 3Y | +146.1% | +74.7% | +71.4% | +110.9% |
| 5Y | +32.0% | +66.1% | -34.1% | +12.3% |
| 10Y | +1,095.2% | +225.0% | +870.2% | +966.6% |
| All | +861.4% | +446.6% | +414.8% | -2,548.5% |
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