+161.4%
MTZ price history and return analytics
+63.7%
+97.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.7% | -2.3% |
| 7D | 0.0% | -2.0% | +2.0% | +3.0% |
| 30D | -14.8% | -1.4% | -13.4% | -13.0% |
| 3M | -30.8% | +4.7% | -35.5% | -34.8% |
| 6M | -22.6% | +11.4% | -34.0% | -33.1% |
| YTD | +6.8% | +13.1% | -6.2% | -9.7% |
| 1Y | +22.1% | +19.0% | +3.1% | -3.4% |
| 3Y | +153.1% | +73.9% | +79.2% | +27.1% |
| 5Y | +161.4% | +65.4% | +96.0% | +37.3% |
| All | +161.4% | +63.7% | +97.8% | +37.3% |
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