+600.3%
MTA price history and return analytics
+427.7%
+172.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.3% |
| 7D | -2.8% | +2.9% | -5.7% | -3.9% |
| 30D | -9.3% | -2.5% | -6.8% | -8.2% |
| 3M | -17.7% | -3.3% | -14.4% | -16.4% |
| 6M | +1.8% | +1.5% | +0.2% | +1.9% |
| YTD | -3.5% | +11.4% | -14.8% | -6.0% |
| 1Y | +3.3% | +11.9% | -8.6% | +0.5% |
| 3Y | +178.1% | +73.9% | +104.3% | +140.6% |
| 5Y | -10.4% | +57.9% | -68.2% | -22.4% |
| 10Y | +782.5% | +222.6% | +559.9% | +708.4% |
| All | +600.3% | +427.7% | +172.6% | -1,909.1% |
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