-6.2%
MTW price history and return analytics
+63.7%
-69.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -0.7% |
| 7D | +0.5% | -2.0% | +2.5% | +3.9% |
| 30D | +5.7% | -1.4% | +7.1% | +8.3% |
| 3M | +74.7% | +4.7% | +70.0% | +62.8% |
| 6M | +52.5% | +11.4% | +41.2% | +29.1% |
| YTD | +71.5% | +13.1% | +58.4% | +41.9% |
| 1Y | +104.4% | +19.0% | +85.4% | +56.1% |
| 3Y | +35.1% | +73.9% | -38.9% | -42.7% |
| 5Y | -6.2% | +65.4% | -71.6% | -55.0% |
| All | -6.2% | +63.7% | -69.9% | -55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling