+2,503.8%
MA price history and return analytics
+346.0%
+2,157.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | +2.3% | -2.3% | +4.6% | +4.7% |
| 30D | +14.7% | -5.0% | +19.6% | +20.6% |
| 3M | +13.5% | -4.9% | +18.4% | +19.0% |
| 6M | +33.1% | -1.5% | +34.7% | +33.8% |
| YTD | +15.1% | +8.5% | +6.6% | +3.9% |
| 1Y | +18.7% | +11.4% | +7.4% | +4.3% |
| 3Y | +72.1% | +70.1% | +2.0% | -4.0% |
| 5Y | +92.8% | +53.7% | +39.1% | +20.5% |
| 10Y | +571.6% | +220.0% | +351.7% | +109.1% |
| All | +2,503.8% | +346.0% | +2,157.8% | +627.9% |
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