-5.0%
MTLS price history and return analytics
+222.7%
-227.7%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.6% | -5.2% | -5.0% |
| 7D | -1.1% | +2.9% | -3.9% | -4.8% |
| 30D | -18.9% | -2.5% | -16.4% | -16.1% |
| 3M | -3.1% | -3.3% | +0.2% | +1.3% |
| 6M | +13.6% | +1.5% | +12.1% | +11.1% |
| YTD | +18.7% | +11.4% | +7.4% | +2.0% |
| 1Y | +10.8% | +11.9% | -1.2% | -5.6% |
| 3Y | +18.1% | +73.9% | -55.8% | -44.2% |
| 5Y | -74.0% | +57.9% | -131.9% | -85.5% |
| All | -5.0% | +222.7% | -227.7% | -68.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling