+433.0%
MTB price history and return analytics
+360.7%
+72.3%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -1.4% |
| 7D | -2.0% | -0.7% | -1.3% | -1.4% |
| 30D | +0.1% | -1.7% | +1.9% | +1.8% |
| 3M | -12.1% | -2.3% | -9.8% | -10.2% |
| 6M | +7.3% | +1.5% | +5.8% | +4.9% |
| YTD | +11.5% | +12.0% | -0.5% | -1.8% |
| 1Y | +21.3% | +12.9% | +8.4% | +5.9% |
| 3Y | +104.1% | +74.9% | +29.2% | +13.4% |
| 5Y | +61.8% | +59.9% | +1.9% | -1.3% |
| 10Y | +115.4% | +224.6% | -109.2% | -33.6% |
| All | +433.0% | +360.7% | +72.3% | +41.3% |
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