+13.7%
MAA vs VT
+74.1%
-60.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | -0.7% |
| 7D | +0.9% | +0.4% | +0.5% | +0.7% |
| 30D | +3.5% | -2.6% | +6.1% | +4.6% |
| 3M | -10.3% | -3.2% | -7.1% | -9.1% |
| 6M | -5.3% | +0.9% | -6.3% | -6.2% |
| YTD | -9.8% | +11.3% | -21.1% | -15.3% |
| 1Y | -3.3% | +14.0% | -17.3% | -10.6% |
| 3Y | +13.7% | +75.8% | -62.1% | -34.5% |
| All | +13.7% | +74.1% | -60.4% | -34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling