+41.6%
MPAA price history and return analytics
+346.0%
-304.4%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.4% |
| 7D | +2.0% | -2.3% | +4.4% | +3.8% |
| 30D | -0.9% | -5.0% | +4.0% | +2.8% |
| 3M | -22.6% | -4.9% | -17.8% | -19.8% |
| 6M | -9.5% | -1.5% | -7.9% | -8.6% |
| YTD | -14.7% | +8.5% | -23.2% | -19.7% |
| 1Y | -39.1% | +11.4% | -50.5% | -44.0% |
| 3Y | +34.9% | +70.1% | -35.2% | -7.3% |
| 5Y | -46.8% | +53.7% | -100.5% | -60.3% |
| 10Y | -56.2% | +220.0% | -276.1% | -78.0% |
| All | +41.6% | +346.0% | -304.4% | -27.8% |
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