+35.7%
MMS price history and return analytics
+222.7%
-187.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | -6.3% | +2.9% | -9.2% | -8.3% |
| 30D | +11.7% | -2.5% | +14.2% | +13.6% |
| 3M | +19.9% | -3.3% | +23.2% | +22.6% |
| 6M | +7.2% | +1.5% | +5.7% | +5.0% |
| YTD | -23.6% | +11.4% | -35.0% | -30.8% |
| 1Y | -17.9% | +11.9% | -29.8% | -26.0% |
| 3Y | -10.3% | +73.9% | -84.2% | -44.5% |
| 5Y | -17.3% | +57.9% | -75.2% | -44.7% |
| All | +35.7% | +222.7% | -187.0% | -55.2% |
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