+133.1%
MTX price history and return analytics
+371.8%
-238.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | -0.3% | +1.0% | -1.3% | -1.5% |
| 30D | -6.2% | -0.2% | -5.9% | -6.0% |
| 3M | -6.5% | +4.5% | -11.0% | -11.6% |
| 6M | +5.0% | +14.1% | -9.0% | -10.4% |
| YTD | +16.3% | +14.8% | +1.5% | -1.6% |
| 1Y | +10.7% | +21.2% | -10.5% | -12.2% |
| 3Y | +31.8% | +76.6% | -44.8% | -32.2% |
| 5Y | -5.4% | +66.6% | -72.0% | -47.7% |
| 10Y | +7.1% | +222.3% | -215.1% | -69.7% |
| All | +133.1% | +371.8% | -238.7% | -55.6% |
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