+25.5%
MLKN vs VT
+345.0%
-319.5%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.6% | +1.5% |
| 7D | +3.1% | -4.2% | +7.3% | +8.5% |
| 30D | +6.1% | -5.8% | +11.9% | +13.8% |
| 3M | -7.6% | -5.2% | -2.4% | -1.6% |
| 6M | +41.7% | +0.1% | +41.5% | +40.7% |
| YTD | +23.8% | +8.2% | +15.5% | +12.6% |
| 1Y | +48.6% | +10.1% | +38.5% | +32.4% |
| 3Y | -2.1% | +69.7% | -71.7% | -47.4% |
| 5Y | -37.4% | +53.4% | -90.7% | -61.1% |
| 10Y | +4.0% | +219.2% | -215.2% | -72.0% |
| All | +25.5% | +345.0% | -319.5% | -77.4% |
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