-4.3%
MLKN vs VT
+215.5%
-219.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.6% |
| 7D | 0.0% | -2.3% | +2.3% | +3.0% |
| 30D | +4.1% | -5.0% | +9.0% | +10.6% |
| 3M | -8.5% | -4.9% | -3.6% | -2.8% |
| 6M | +36.8% | -1.5% | +38.3% | +38.7% |
| YTD | +21.0% | +8.5% | +12.5% | +9.1% |
| 1Y | +54.0% | +11.4% | +42.6% | +34.3% |
| 3Y | -3.0% | +70.1% | -73.1% | -49.4% |
| 5Y | -38.8% | +53.7% | -92.5% | -63.3% |
| All | -4.3% | +215.5% | -219.9% | -67.1% |
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