-15.2%
MMI price history and return analytics
+65.7%
-80.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.2% |
| 7D | -0.2% | -0.1% | 0.0% | 0.0% |
| 30D | +1.2% | -0.7% | +1.9% | +2.0% |
| 3M | +1.6% | +4.0% | -2.4% | -3.2% |
| 6M | +17.1% | +12.3% | +4.8% | +1.9% |
| YTD | +14.9% | +14.0% | +0.9% | -1.9% |
| 1Y | -2.8% | +20.3% | -23.1% | -22.0% |
| 3Y | +0.8% | +75.4% | -74.6% | -47.9% |
| 5Y | -15.2% | +66.0% | -81.2% | -52.1% |
| All | -15.2% | +65.7% | -80.9% | -52.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling