+439.1%
MTB price history and return analytics
+357.6%
+81.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | -0.4% |
| 7D | -0.8% | +0.4% | -1.1% | -1.2% |
| 30D | +2.4% | -2.6% | +5.0% | +5.0% |
| 3M | -10.5% | -3.2% | -7.3% | -7.6% |
| 6M | +6.4% | +0.9% | +5.5% | +4.6% |
| YTD | +12.8% | +11.3% | +1.5% | 0.0% |
| 1Y | +23.3% | +14.0% | +9.3% | +6.5% |
| 3Y | +108.2% | +75.8% | +32.4% | +15.0% |
| 5Y | +68.6% | +57.8% | +10.7% | +4.2% |
| 10Y | +125.3% | +219.8% | -94.5% | -29.5% |
| All | +439.1% | +357.6% | +81.5% | +43.9% |
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