-95.6%
MTC price history and return analytics
+57.4%
-153.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +2.6% | +7.6% | +7.7% |
| 7D | +4.6% | +0.4% | +4.2% | +4.3% |
| 30D | +20.0% | -2.6% | +22.6% | +23.1% |
| 3M | +90.3% | -3.2% | +93.6% | +96.0% |
| 6M | -17.8% | +0.9% | -18.8% | -18.5% |
| YTD | +67.0% | +11.3% | +55.7% | +52.2% |
| 1Y | +121.3% | +14.0% | +107.3% | +97.8% |
| 3Y | -38.5% | +75.8% | -114.3% | -54.3% |
| 5Y | -95.6% | +57.8% | -153.4% | -95.9% |
| All | -95.6% | +57.4% | -153.0% | -95.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling