+14.6%
MTLS price history and return analytics
+15.2%
-0.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +1.3% |
| 7D | +8.0% | -0.3% | +8.3% | +8.2% |
| 30D | -14.4% | -1.4% | -12.9% | -13.4% |
| 3M | +9.3% | -1.4% | +10.6% | +10.5% |
| 6M | +31.7% | +5.5% | +26.2% | +24.7% |
| YTD | +31.9% | +12.8% | +19.1% | +16.2% |
| 1Y | +14.6% | +15.4% | -0.9% | -1.5% |
| All | +14.6% | +15.2% | -0.7% | -1.5% |
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