+252.5%
MMSI price history and return analytics
+229.8%
+22.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -1.0% |
| 7D | -3.6% | -1.1% | -2.5% | -2.5% |
| 30D | -5.3% | -1.0% | -4.3% | -4.4% |
| 3M | +29.1% | +3.2% | +26.0% | +24.6% |
| 6M | +23.2% | +12.5% | +10.7% | +8.2% |
| YTD | -2.0% | +14.1% | -16.1% | -15.3% |
| 1Y | -4.3% | +18.9% | -23.2% | -21.0% |
| 3Y | +30.9% | +74.1% | -43.2% | -28.5% |
| 5Y | +20.4% | +66.9% | -46.4% | -31.3% |
| All | +252.5% | +229.8% | +22.7% | -10.2% |
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