-15.6%
MMS price history and return analytics
+57.0%
-72.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -0.7% | +2.4% | -3.1% | -2.2% |
| 30D | +12.6% | -1.5% | +14.1% | +13.4% |
| 3M | +16.7% | -4.1% | +20.8% | +19.5% |
| 6M | +10.7% | +0.6% | +10.1% | +9.4% |
| YTD | -23.4% | +11.0% | -34.5% | -29.6% |
| 1Y | -17.6% | +13.3% | -31.0% | -25.4% |
| 3Y | -9.6% | +73.4% | -83.0% | -41.3% |
| All | -15.6% | +57.0% | -72.7% | -41.2% |
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 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