-4.3%
MMU price history and return analytics
+66.2%
-70.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -1.3% | +1.0% | -2.3% | -1.5% |
| 30D | -2.3% | -0.2% | -2.1% | -2.3% |
| 3M | -1.1% | +4.5% | -5.6% | -2.1% |
| 6M | -3.0% | +14.1% | -17.1% | -5.8% |
| YTD | -1.5% | +14.8% | -16.3% | -4.5% |
| 1Y | +2.6% | +21.2% | -18.5% | -1.6% |
| 3Y | +23.8% | +76.6% | -52.8% | +9.5% |
| 5Y | -4.3% | +66.6% | -70.9% | -15.9% |
| All | -4.3% | +66.2% | -70.5% | -15.9% |
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