+62.6%
MPAA price history and return analytics
+374.2%
-311.6%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +5.0% | +0.4% | +4.6% | +4.7% |
| 30D | -13.0% | +1.0% | -13.9% | -13.5% |
| 3M | +13.2% | +2.4% | +10.8% | +11.1% |
| 6M | +16.6% | +12.0% | +4.6% | +7.3% |
| YTD | -2.1% | +15.3% | -17.4% | -11.8% |
| 1Y | -18.8% | +22.6% | -41.3% | -30.2% |
| 3Y | +48.6% | +74.7% | -26.1% | +0.2% |
| 5Y | -35.1% | +66.1% | -101.3% | -54.2% |
| 10Y | -58.4% | +225.0% | -283.4% | -79.6% |
| All | +62.6% | +374.2% | -311.6% | -20.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling