+37.8%
MLP vs VT
+53.2%
-15.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.2% | +1.6% |
| 7D | +0.4% | -4.2% | +4.6% | +3.0% |
| 30D | -7.6% | -5.8% | -1.8% | -4.2% |
| 3M | -16.3% | -5.2% | -11.1% | -13.6% |
| 6M | -7.2% | +0.1% | -7.3% | -8.0% |
| YTD | -14.7% | +8.2% | -22.9% | -19.9% |
| 1Y | -6.8% | +10.1% | -16.9% | -13.4% |
| 3Y | -2.4% | +69.7% | -72.0% | -25.2% |
| 5Y | +37.8% | +53.4% | -15.6% | +9.2% |
| All | +37.8% | +53.2% | -15.4% | +9.2% |
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