+399.3%
MAA price history and return analytics
+355.4%
+43.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | +1.3% | -0.1% | +1.4% | +1.3% |
| 30D | +3.1% | -3.1% | +6.1% | +5.8% |
| 3M | -9.0% | -3.5% | -5.5% | -6.3% |
| 6M | -5.8% | +0.5% | -6.2% | -7.2% |
| YTD | -10.2% | +10.8% | -21.0% | -19.6% |
| 1Y | -3.7% | +11.9% | -15.6% | -14.7% |
| 3Y | +10.5% | +73.0% | -62.5% | -36.3% |
| 5Y | -28.7% | +58.6% | -87.3% | -55.8% |
| 10Y | +86.5% | +219.2% | -132.7% | -43.9% |
| All | +399.3% | +355.4% | +43.8% | -8.6% |
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