+23.9%
MMD price history and return analytics
+223.7%
-199.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -0.8% |
| 7D | +0.7% | +0.4% | +0.3% | +0.6% |
| 30D | +3.0% | -2.6% | +5.6% | +3.6% |
| 3M | -3.6% | -3.2% | -0.3% | -2.8% |
| 6M | -4.1% | +0.9% | -5.0% | -4.4% |
| YTD | +0.4% | +11.3% | -11.0% | -2.6% |
| 1Y | -0.1% | +14.0% | -14.1% | -3.7% |
| 3Y | +7.9% | +75.8% | -68.0% | -7.9% |
| 5Y | -14.7% | +57.8% | -72.5% | -25.3% |
| 10Y | +23.9% | +219.8% | -195.9% | -13.4% |
| All | +23.9% | +223.7% | -199.7% | -13.4% |
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