-2.4%
MTUS price history and return analytics
+76.6%
-79.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -1.9% |
| 7D | +2.9% | +1.0% | +1.8% | +1.4% |
| 30D | -10.4% | -0.2% | -10.1% | -10.0% |
| 3M | -1.2% | +4.5% | -5.7% | -7.1% |
| 6M | +15.0% | +14.1% | +1.0% | -4.3% |
| YTD | +13.2% | +14.8% | -1.6% | -7.1% |
| 1Y | +15.5% | +21.2% | -5.7% | -12.9% |
| 3Y | -2.4% | +76.6% | -78.9% | -53.5% |
| All | -2.4% | +76.6% | -79.0% | -53.5% |
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