-99.5%
MLEC vs VT
+66.2%
-165.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | +1.9% | +0.4% | +1.5% | +1.7% |
| 30D | -2.4% | +1.0% | -3.4% | -2.8% |
| 3M | -13.8% | +2.4% | -16.2% | -14.7% |
| 6M | -29.6% | +12.0% | -41.6% | -33.9% |
| YTD | +81.2% | +15.3% | +65.8% | +68.3% |
| 1Y | -60.8% | +22.6% | -83.4% | -64.7% |
| 3Y | -98.6% | +74.7% | -173.3% | -99.0% |
| All | -99.5% | +66.2% | -165.7% | -99.7% |
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 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