+101.2%
MFEM price history and return analytics
+175.8%
-74.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.0% |
| 7D | +1.8% | -0.1% | +2.0% | +1.9% |
| 30D | +5.2% | -0.7% | +5.8% | +5.8% |
| 3M | +4.9% | +4.0% | +0.9% | +1.4% |
| 6M | +16.4% | +12.3% | +4.1% | +5.4% |
| YTD | +28.7% | +14.0% | +14.6% | +15.1% |
| 1Y | +36.5% | +20.3% | +16.2% | +16.4% |
| 3Y | +79.5% | +75.4% | +4.0% | +7.9% |
| 5Y | +53.0% | +66.0% | -12.9% | -3.6% |
| All | +101.2% | +175.8% | -74.6% | -24.9% |
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 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