-29.3%
MAA vs VT
+59.8%
-89.1%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.3% |
| 7D | -3.2% | -0.7% | -2.5% | -2.9% |
| 30D | +2.8% | -1.7% | +4.5% | +3.8% |
| 3M | -9.1% | -2.3% | -6.8% | -7.9% |
| 6M | -6.6% | +1.5% | -8.1% | -8.1% |
| YTD | -10.7% | +12.0% | -22.7% | -18.2% |
| 1Y | -5.7% | +12.9% | -18.6% | -14.2% |
| 3Y | +9.9% | +74.9% | -65.1% | -29.9% |
| 5Y | -29.3% | +59.9% | -89.3% | -51.2% |
| All | -29.3% | +59.8% | -89.1% | -51.2% |
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