+27.1%
MTZ price history and return analytics
+19.6%
+7.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +1.9% |
| 7D | +1.4% | -1.1% | +2.5% | +3.5% |
| 30D | -14.5% | -1.0% | -13.5% | -12.8% |
| 3M | -32.9% | +3.2% | -36.1% | -36.2% |
| 6M | -20.8% | +12.5% | -33.3% | -34.6% |
| YTD | +10.6% | +14.1% | -3.5% | -12.9% |
| 1Y | +27.1% | +18.9% | +8.2% | -9.5% |
| All | +27.1% | +19.6% | +7.4% | -9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling