+17.8%
MFM price history and return analytics
+222.7%
-204.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.1% |
| 7D | -2.6% | -0.1% | -2.5% | -2.6% |
| 30D | -3.0% | -0.7% | -2.3% | -2.8% |
| 3M | -1.7% | +4.0% | -5.7% | -2.9% |
| 6M | -2.1% | +12.3% | -14.3% | -5.4% |
| YTD | -0.5% | +14.0% | -14.5% | -4.3% |
| 1Y | +4.6% | +20.3% | -15.7% | -1.1% |
| 3Y | +24.5% | +75.4% | -51.0% | +4.5% |
| 5Y | -6.9% | +66.0% | -72.9% | -21.0% |
| 10Y | +17.8% | +228.2% | -210.4% | -20.3% |
| All | +17.8% | +222.7% | -204.9% | -20.3% |
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