+27.3%
MFM price history and return analytics
+222.7%
-195.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.6% |
| 7D | -0.2% | +2.9% | -3.1% | -1.0% |
| 30D | +2.8% | -2.5% | +5.3% | +3.5% |
| 3M | -3.9% | -3.3% | -0.6% | -3.0% |
| 6M | -3.8% | +1.5% | -5.4% | -4.3% |
| YTD | -1.0% | +11.4% | -12.4% | -4.3% |
| 1Y | +0.2% | +11.9% | -11.7% | -3.2% |
| 3Y | +27.5% | +73.9% | -46.3% | +7.2% |
| 5Y | -9.8% | +57.9% | -67.7% | -22.2% |
| All | +27.3% | +222.7% | -195.4% | -19.3% |
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