+53.2%
MMS price history and return analytics
+217.6%
-164.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.1% |
| 7D | +1.0% | -0.1% | +1.2% | +1.0% |
| 30D | +11.3% | -3.1% | +14.4% | +13.7% |
| 3M | +20.3% | -3.5% | +23.8% | +23.2% |
| 6M | +4.1% | +0.5% | +3.6% | +2.7% |
| YTD | -22.2% | +10.8% | -33.0% | -29.2% |
| 1Y | -18.8% | +11.9% | -30.7% | -26.8% |
| 3Y | -8.6% | +73.0% | -81.5% | -43.1% |
| 5Y | -16.7% | +58.6% | -75.3% | -44.5% |
| 10Y | +53.2% | +219.2% | -166.0% | -43.9% |
| All | +53.2% | +217.6% | -164.5% | -43.9% |
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