+1,752.5%
MLI vs VT
+363.9%
+1,388.6%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -2.7% |
| 7D | -0.2% | -0.3% | +0.1% | +0.1% |
| 30D | -12.3% | -1.4% | -10.9% | -10.8% |
| 3M | -19.0% | -1.4% | -17.6% | -17.7% |
| 6M | -15.2% | +5.5% | -20.6% | -20.7% |
| YTD | -3.0% | +12.8% | -15.8% | -16.7% |
| 1Y | +4.0% | +15.4% | -11.4% | -13.0% |
| 3Y | +188.6% | +76.9% | +111.8% | +44.5% |
| 5Y | +332.6% | +60.4% | +272.2% | +143.6% |
| 10Y | +810.5% | +232.8% | +577.8% | +124.8% |
| All | +1,752.5% | +363.9% | +1,388.6% | +181.8% |
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