-91.9%
MMA price history and return analytics
+47.3%
-139.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -2.3% |
| 7D | +27.8% | +2.9% | +24.9% | +25.1% |
| 30D | +16.8% | -2.5% | +19.3% | +19.6% |
| 3M | -20.0% | -3.3% | -16.7% | -17.7% |
| 6M | -39.1% | +1.5% | -40.6% | -40.6% |
| YTD | -69.6% | +11.4% | -81.0% | -73.1% |
| 1Y | -76.6% | +11.9% | -88.5% | -79.3% |
| All | -91.9% | +47.3% | -139.2% | -94.5% |
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