-18.8%
MTW price history and return analytics
+356.5%
-375.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -1.8% |
| 7D | +6.2% | +2.4% | +3.9% | +2.2% |
| 30D | +6.5% | -1.5% | +8.0% | +9.6% |
| 3M | +14.1% | -4.1% | +18.2% | +23.4% |
| 6M | +87.9% | +0.6% | +87.4% | +88.0% |
| YTD | +98.6% | +11.0% | +87.5% | +67.6% |
| 1Y | +106.1% | +13.3% | +92.8% | +68.1% |
| 3Y | +71.8% | +73.4% | -1.6% | -32.4% |
| 5Y | +8.9% | +57.4% | -48.5% | -47.6% |
| 10Y | +16.9% | +221.7% | -204.8% | -83.3% |
| All | -18.8% | +356.5% | -375.3% | -92.4% |
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