+193.2%
MTDR price history and return analytics
+226.9%
-33.7%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +3.1% |
| 7D | +3.2% | -2.0% | +5.2% | +6.8% |
| 30D | +17.1% | -1.4% | +18.5% | +19.7% |
| 3M | +13.1% | +4.7% | +8.4% | +2.2% |
| 6M | +14.8% | +11.4% | +3.4% | -10.8% |
| YTD | +48.4% | +13.1% | +35.4% | +11.2% |
| 1Y | +28.6% | +19.0% | +9.6% | -13.2% |
| 3Y | +4.3% | +73.9% | -69.7% | -67.2% |
| 5Y | +134.2% | +65.4% | +68.8% | -18.1% |
| All | +193.2% | +226.9% | -33.7% | -64.0% |
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