-90.3%
MMA price history and return analytics
+50.9%
-141.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.6% | -8.7% | -8.9% |
| 7D | -10.0% | -0.1% | -9.8% | -9.8% |
| 30D | +0.5% | -0.7% | +1.2% | +0.8% |
| 3M | -49.8% | +4.0% | -53.8% | -51.8% |
| 6M | -8.9% | +12.3% | -21.2% | -20.3% |
| YTD | -63.7% | +14.0% | -77.7% | -68.5% |
| 1Y | -71.9% | +20.3% | -92.2% | -76.7% |
| All | -90.3% | +50.9% | -141.1% | -93.6% |
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