-2.3%
MFA price history and return analytics
+226.9%
-229.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.3% |
| 7D | -3.5% | -2.0% | -1.5% | -1.5% |
| 30D | -6.8% | -1.4% | -5.3% | -5.4% |
| 3M | -3.5% | +4.7% | -8.3% | -8.2% |
| 6M | -9.5% | +11.4% | -20.9% | -19.3% |
| YTD | -0.9% | +13.1% | -13.9% | -13.1% |
| 1Y | -2.2% | +19.0% | -21.3% | -18.9% |
| 3Y | +20.1% | +73.9% | -53.9% | -32.5% |
| 5Y | -7.7% | +65.4% | -73.1% | -45.5% |
| All | -2.3% | +226.9% | -229.2% | -58.7% |
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