+149.0%
MFA price history and return analytics
+357.6%
-208.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | -1.1% |
| 7D | -7.4% | +0.4% | -7.7% | -7.8% |
| 30D | -8.7% | -2.6% | -6.1% | -6.8% |
| 3M | -28.6% | -3.2% | -25.4% | -26.7% |
| 6M | -30.9% | +0.9% | -31.9% | -31.8% |
| YTD | -23.7% | +11.3% | -35.0% | -30.8% |
| 1Y | -19.9% | +14.0% | -33.9% | -28.9% |
| 3Y | +0.9% | +75.8% | -74.9% | -38.0% |
| 5Y | -30.3% | +57.8% | -88.2% | -52.6% |
| 10Y | -25.0% | +219.8% | -244.8% | -80.7% |
| All | +149.0% | +357.6% | -208.6% | -52.8% |
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