-92.2%
MMA price history and return analytics
+46.9%
-139.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.5% |
| 7D | +4.9% | +2.4% | +2.5% | +3.0% |
| 30D | +25.1% | -1.5% | +26.6% | +26.9% |
| 3M | -20.0% | -4.1% | -15.9% | -17.1% |
| 6M | -40.7% | +0.6% | -41.2% | -41.6% |
| YTD | -71.1% | +11.0% | -82.1% | -74.3% |
| 1Y | -77.5% | +13.3% | -90.8% | -80.3% |
| All | -92.2% | +46.9% | -139.2% | -94.7% |
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 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