+400.9%
MTDR price history and return analytics
+361.1%
+39.8%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.7% |
| 7D | +7.0% | +2.4% | +4.7% | +2.6% |
| 30D | -2.3% | -1.5% | -0.8% | -0.8% |
| 3M | +4.5% | -4.1% | +8.7% | +10.3% |
| 6M | -5.2% | +0.6% | -5.7% | -9.8% |
| YTD | +29.9% | +11.0% | +18.9% | -0.3% |
| 1Y | +35.2% | +13.3% | +21.8% | -0.4% |
| 3Y | -0.3% | +73.4% | -73.7% | -67.1% |
| 5Y | +33.6% | +57.4% | -23.8% | -46.9% |
| 10Y | +152.6% | +221.7% | -69.1% | -61.8% |
| All | +400.9% | +361.1% | +39.8% | -46.8% |
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