-19.5%
MTH price history and return analytics
+21.4%
-40.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.8% |
| 7D | -4.5% | +1.0% | -5.5% | -5.5% |
| 30D | -13.6% | -0.2% | -13.4% | -13.3% |
| 3M | -5.0% | +4.5% | -9.5% | -9.2% |
| 6M | -3.5% | +14.1% | -17.5% | -16.5% |
| YTD | -0.7% | +14.8% | -15.4% | -15.3% |
| 1Y | -19.5% | +21.2% | -40.7% | -37.3% |
| All | -19.5% | +21.4% | -40.9% | -37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling