+618.9%
MTA price history and return analytics
+431.0%
+188.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.1% | -4.4% |
| 7D | -2.2% | -0.7% | -1.5% | -1.9% |
| 30D | -9.8% | -1.7% | -8.1% | -9.0% |
| 3M | -16.2% | -2.3% | -13.9% | -15.2% |
| 6M | +2.0% | +1.5% | +0.5% | +2.1% |
| YTD | -0.9% | +12.0% | -12.9% | -3.8% |
| 1Y | +11.7% | +12.9% | -1.1% | +8.3% |
| 3Y | +185.6% | +74.9% | +110.6% | +146.4% |
| 5Y | -6.1% | +59.9% | -66.0% | -18.9% |
| 10Y | +806.1% | +224.6% | +581.4% | +727.9% |
| All | +618.9% | +431.0% | +188.0% | -1,952.6% |
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