-3.7%
MLKN vs VT
+223.7%
-227.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | +0.7% |
| 7D | -0.5% | +0.4% | -0.9% | -0.9% |
| 30D | +6.9% | -2.6% | +9.5% | +10.3% |
| 3M | -8.1% | -3.2% | -4.8% | -4.4% |
| 6M | +39.5% | +0.9% | +38.6% | +37.2% |
| YTD | +25.7% | +11.3% | +14.4% | +9.9% |
| 1Y | +62.8% | +14.0% | +48.8% | +38.0% |
| 3Y | +3.7% | +75.8% | -72.2% | -48.1% |
| 5Y | -33.8% | +57.8% | -91.6% | -61.6% |
| 10Y | -3.7% | +219.8% | -223.5% | -68.5% |
| All | -3.7% | +223.7% | -227.4% | -68.5% |
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