+443.3%
MZTI price history and return analytics
+371.8%
+71.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -6.1% | +1.0% | -7.1% | -6.6% |
| 30D | -7.4% | -0.2% | -7.2% | -7.4% |
| 3M | -3.6% | +4.5% | -8.2% | -6.2% |
| 6M | -34.7% | +14.1% | -48.8% | -39.6% |
| YTD | -35.1% | +14.8% | -49.9% | -40.3% |
| 1Y | -41.8% | +21.2% | -63.0% | -48.1% |
| 3Y | -29.9% | +76.6% | -106.5% | -49.6% |
| 5Y | -33.4% | +66.6% | -100.0% | -51.2% |
| 10Y | -6.1% | +222.3% | -228.3% | -52.9% |
| All | +443.3% | +371.8% | +71.5% | +128.4% |
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