+513.2%
MA price history and return analytics
+222.7%
+290.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.1% |
| 7D | -3.5% | -0.1% | -3.4% | -3.4% |
| 30D | +0.8% | -0.7% | +1.4% | +1.5% |
| 3M | +14.8% | +4.0% | +10.8% | +9.2% |
| 6M | +10.0% | +12.3% | -2.3% | -5.1% |
| YTD | -0.1% | +14.0% | -14.1% | -15.6% |
| 1Y | -2.2% | +20.3% | -22.5% | -22.6% |
| 3Y | +39.3% | +75.4% | -36.2% | -31.4% |
| 5Y | +66.3% | +66.0% | +0.4% | -11.5% |
| 10Y | +513.2% | +228.2% | +285.0% | +45.2% |
| All | +513.2% | +222.7% | +290.6% | +45.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling