+169.2%
MTB price history and return analytics
+226.9%
-57.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +1.4% |
| 7D | -0.4% | -2.0% | +1.6% | +1.8% |
| 30D | -4.6% | -1.4% | -3.2% | -3.1% |
| 3M | +7.4% | +4.7% | +2.7% | +1.6% |
| 6M | +18.7% | +11.4% | +7.3% | +4.2% |
| YTD | +21.1% | +13.1% | +8.0% | +4.4% |
| 1Y | +24.1% | +19.0% | +5.0% | +0.7% |
| 3Y | +115.3% | +73.9% | +41.4% | +13.0% |
| 5Y | +106.0% | +65.4% | +40.6% | +14.8% |
| All | +169.2% | +226.9% | -57.7% | -27.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling