+20.6%
MMSI price history and return analytics
+63.7%
-43.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.1% |
| 7D | -2.4% | -2.0% | -0.4% | -0.6% |
| 30D | -5.1% | -1.4% | -3.7% | -3.9% |
| 3M | +29.1% | +4.7% | +24.4% | +23.5% |
| 6M | +24.0% | +11.4% | +12.7% | +11.9% |
| YTD | -1.9% | +13.1% | -15.0% | -12.8% |
| 1Y | -2.6% | +19.0% | -21.6% | -17.6% |
| 3Y | +35.9% | +73.9% | -38.0% | -19.8% |
| 5Y | +20.6% | +65.4% | -44.8% | -25.3% |
| All | +20.6% | +63.7% | -43.1% | -25.3% |
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