+609.5%
MTUM price history and return analytics
+313.9%
+295.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.9% |
| 7D | +4.1% | -0.1% | +4.3% | +4.3% |
| 30D | +0.6% | -0.7% | +1.3% | +1.4% |
| 3M | -0.6% | +4.0% | -4.6% | -4.2% |
| 6M | +25.3% | +12.3% | +13.1% | +12.0% |
| YTD | +23.8% | +14.0% | +9.8% | +9.0% |
| 1Y | +25.4% | +20.3% | +5.1% | +4.6% |
| 3Y | +117.3% | +75.4% | +41.8% | +25.1% |
| 5Y | +79.7% | +66.0% | +13.7% | +9.6% |
| 10Y | +359.6% | +228.2% | +131.4% | +47.8% |
| All | +609.5% | +313.9% | +295.6% | +87.6% |
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