+2.4%
MTH price history and return analytics
+74.0%
-71.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | -5.3% | +2.4% | -7.6% | -7.8% |
| 30D | +11.1% | -1.5% | +12.6% | +12.9% |
| 3M | -11.8% | -4.1% | -7.7% | -7.3% |
| 6M | +6.3% | +0.6% | +5.7% | +5.3% |
| YTD | +0.1% | +11.0% | -10.9% | -12.1% |
| 1Y | -0.3% | +13.3% | -13.6% | -14.7% |
| 3Y | +2.4% | +73.4% | -71.0% | -58.1% |
| All | +2.4% | +74.0% | -71.6% | -58.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling