-78.1%
MTEX price history and return analytics
+371.8%
-449.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | +25.0% | +1.0% | +24.0% | +24.3% |
| 30D | +86.6% | -0.2% | +86.9% | +86.9% |
| 3M | +58.8% | +4.5% | +54.2% | +54.1% |
| 6M | +33.4% | +14.1% | +19.4% | +22.1% |
| YTD | +8.4% | +14.8% | -6.4% | -1.3% |
| 1Y | -4.6% | +21.2% | -25.8% | -16.3% |
| 3Y | -23.8% | +76.6% | -100.4% | -48.6% |
| 5Y | -70.2% | +66.6% | -136.8% | -79.5% |
| 10Y | -29.5% | +222.3% | -251.8% | -71.6% |
| All | -78.1% | +371.8% | -449.9% | -93.6% |
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