+89.4%
MAA price history and return analytics
+226.9%
-137.5%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -1.7% |
| 7D | -3.2% | -2.0% | -1.2% | -1.7% |
| 30D | -5.5% | -1.4% | -4.1% | -4.5% |
| 3M | -9.9% | +4.7% | -14.6% | -13.4% |
| 6M | -2.0% | +11.4% | -13.4% | -10.6% |
| YTD | -7.2% | +13.1% | -20.3% | -16.4% |
| 1Y | -7.8% | +19.0% | -26.8% | -20.5% |
| 3Y | +2.7% | +73.9% | -71.2% | -35.6% |
| 5Y | -20.7% | +65.4% | -86.1% | -48.6% |
| All | +89.4% | +226.9% | -137.5% | -23.2% |
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