+43.0%
MMS price history and return analytics
+224.4%
-181.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.3% | -2.0% |
| 7D | -4.6% | -0.7% | -3.9% | -4.3% |
| 30D | +11.1% | -1.7% | +12.8% | +12.3% |
| 3M | +21.4% | -2.3% | +23.7% | +23.1% |
| 6M | +7.5% | +1.5% | +6.0% | +5.2% |
| YTD | -23.0% | +12.0% | -35.1% | -30.6% |
| 1Y | -19.2% | +12.9% | -32.0% | -27.6% |
| 3Y | -9.6% | +74.9% | -84.5% | -44.3% |
| 5Y | -17.6% | +59.9% | -77.5% | -45.5% |
| 10Y | +43.0% | +224.6% | -181.6% | -52.1% |
| All | +43.0% | +224.4% | -181.4% | -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 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