+203.6%
MILN vs VT
+215.5%
-12.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.9% | -0.9% |
| 7D | +3.3% | -2.3% | +5.7% | +6.1% |
| 30D | +5.9% | -5.0% | +10.9% | +12.0% |
| 3M | -1.3% | -4.9% | +3.5% | +4.2% |
| 6M | +2.4% | -1.5% | +3.9% | +3.5% |
| YTD | -3.6% | +8.5% | -12.1% | -13.0% |
| 1Y | -0.8% | +11.4% | -12.2% | -13.2% |
| 3Y | +48.5% | +70.1% | -21.6% | -19.8% |
| 5Y | +0.5% | +53.7% | -53.3% | -38.4% |
| All | +203.6% | +215.5% | -12.0% | -7.1% |
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