-67.3%
MTEK price history and return analytics
+68.3%
-135.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.3% |
| 7D | -7.2% | -1.1% | -6.1% | -6.3% |
| 30D | -16.3% | -1.0% | -15.3% | -15.6% |
| 3M | -23.1% | +3.2% | -26.3% | -24.9% |
| 6M | -39.4% | +12.5% | -51.9% | -44.2% |
| YTD | -11.2% | +14.1% | -25.3% | -18.7% |
| 1Y | -67.9% | +18.9% | -86.8% | -71.2% |
| 3Y | +6.2% | +74.1% | -67.9% | -24.3% |
| All | -67.3% | +68.3% | -135.6% | -75.7% |
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 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