-99.1%
MTC price history and return analytics
+166.6%
-265.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +1.0% |
| 7D | +1.6% | -0.1% | +1.7% | +1.8% |
| 30D | +20.4% | -3.1% | +23.4% | +25.4% |
| 3M | +93.6% | -3.5% | +97.1% | +102.0% |
| 6M | -17.6% | +0.5% | -18.0% | -18.1% |
| YTD | +67.5% | +10.8% | +56.8% | +46.9% |
| 1Y | +141.8% | +11.9% | +129.9% | +110.1% |
| 3Y | -29.1% | +73.0% | -102.1% | -63.4% |
| 5Y | -95.4% | +58.6% | -154.0% | -97.3% |
| All | -99.1% | +166.6% | -265.7% | -99.7% |
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