+33.1%
MTRX price history and return analytics
+74.2%
-41.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +1.1% |
| 7D | -0.1% | -1.1% | +1.0% | +1.5% |
| 30D | -9.6% | -1.0% | -8.6% | -8.4% |
| 3M | -21.2% | +3.2% | -24.4% | -24.6% |
| 6M | 0.0% | +12.5% | -12.5% | -15.0% |
| YTD | -9.3% | +14.1% | -23.4% | -24.3% |
| 1Y | -18.7% | +18.9% | -37.6% | -35.7% |
| 3Y | +33.1% | +74.1% | -41.0% | -22.5% |
| All | +33.1% | +74.2% | -41.1% | -22.5% |
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 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