+267.4%
MMTM price history and return analytics
+223.7%
+43.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | +0.2% |
| 7D | -0.7% | +0.4% | -1.1% | -1.0% |
| 30D | -6.6% | -2.6% | -4.0% | -4.1% |
| 3M | -5.7% | -3.2% | -2.4% | -2.5% |
| 6M | -7.3% | +0.9% | -8.2% | -8.2% |
| YTD | 0.0% | +11.3% | -11.3% | -10.2% |
| 1Y | +1.8% | +14.0% | -12.2% | -10.6% |
| 3Y | +61.5% | +75.8% | -14.3% | -6.1% |
| 5Y | +52.2% | +57.8% | -5.7% | -2.0% |
| 10Y | +267.4% | +219.8% | +47.6% | +47.2% |
| All | +267.4% | +223.7% | +43.7% | +47.2% |
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