+105.4%
MFM price history and return analytics
+355.4%
-250.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -1.0% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | +4.6% | -3.1% | +7.7% | +5.4% |
| 3M | -2.6% | -3.5% | +0.9% | -1.8% |
| 6M | -3.9% | +0.5% | -4.4% | -4.1% |
| YTD | -0.1% | +10.8% | -10.8% | -2.5% |
| 1Y | +1.6% | +11.9% | -10.3% | -1.2% |
| 3Y | +28.8% | +73.0% | -44.2% | +13.0% |
| 5Y | -8.4% | +58.6% | -67.0% | -18.5% |
| 10Y | +26.3% | +219.2% | -192.9% | -4.6% |
| All | +105.4% | +355.4% | -250.1% | +43.7% |
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 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