-41.6%
MTLS price history and return analytics
+218.7%
-260.2%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.1% | +1.1% |
| 7D | -6.0% | -2.3% | -3.7% | -2.8% |
| 30D | -20.6% | -5.0% | -15.6% | -15.2% |
| 3M | 0.0% | -4.9% | +4.9% | +6.6% |
| 6M | +20.1% | -1.5% | +21.6% | +22.3% |
| YTD | +21.6% | +8.5% | +13.1% | +8.8% |
| 1Y | +15.2% | +11.4% | +3.8% | -0.5% |
| 3Y | +17.4% | +70.1% | -52.7% | -40.7% |
| 5Y | -74.1% | +53.7% | -127.8% | -84.5% |
| 10Y | +6.0% | +220.0% | -214.0% | -68.6% |
| All | -41.6% | +218.7% | -260.2% | -81.9% |
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