-100.0%
MTVA price history and return analytics
+224.9%
-324.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +1.4% |
| 7D | -4.9% | -2.0% | -2.9% | -3.1% |
| 30D | +23.2% | -1.4% | +24.7% | +24.9% |
| 3M | -10.7% | +4.7% | -15.4% | -14.8% |
| 6M | +12.9% | +11.4% | +1.6% | +0.8% |
| YTD | -79.2% | +13.1% | -92.3% | -81.8% |
| 1Y | -76.6% | +19.0% | -95.6% | -80.3% |
| 3Y | -95.7% | +73.9% | -169.6% | -97.4% |
| 5Y | -100.0% | +65.4% | -165.4% | -100.0% |
| 10Y | -100.0% | +225.4% | -325.4% | -100.0% |
| All | -100.0% | +224.9% | -324.9% | -100.0% |
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