+271.5%
MMTM price history and return analytics
+222.7%
+48.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | +4.7% | +2.9% | +1.8% | +1.8% |
| 30D | -5.0% | -2.5% | -2.4% | -2.5% |
| 3M | -4.8% | -3.3% | -1.4% | -1.5% |
| 6M | -6.0% | +1.5% | -7.6% | -7.5% |
| YTD | +1.1% | +11.4% | -10.2% | -9.2% |
| 1Y | +1.2% | +11.9% | -10.7% | -9.6% |
| 3Y | +60.4% | +73.9% | -13.5% | -5.8% |
| 5Y | +54.0% | +57.9% | -3.9% | -0.9% |
| All | +271.5% | +222.7% | +48.8% | +50.0% |
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