-78.2%
MMA vs VT
+10.5%
-88.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.2% | +0.2% | +15.9% | +16.0% |
| 7D | -7.8% | -2.3% | -5.4% | -5.9% |
| 30D | -13.9% | -5.0% | -9.0% | -10.9% |
| 3M | -24.3% | -4.9% | -19.4% | -21.7% |
| 6M | -45.8% | -1.5% | -44.2% | -45.1% |
| YTD | -72.4% | +8.5% | -80.9% | -77.2% |
| 1Y | -78.2% | +11.4% | -89.6% | -83.8% |
| All | -78.2% | +10.5% | -88.7% | -83.8% |
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