+186.9%
MLPX vs VT
+215.5%
-28.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.1% |
| 7D | -9.7% | -2.3% | -7.4% | -7.8% |
| 30D | -3.3% | -5.0% | +1.6% | +1.1% |
| 3M | -5.7% | -4.9% | -0.8% | -1.6% |
| 6M | -4.2% | -1.5% | -2.6% | -4.0% |
| YTD | +17.9% | +8.5% | +9.4% | +6.4% |
| 1Y | +23.2% | +11.4% | +11.8% | +8.1% |
| 3Y | +81.9% | +70.1% | +11.8% | +1.4% |
| 5Y | +131.2% | +53.7% | +77.5% | +42.6% |
| All | +186.9% | +215.5% | -28.7% | -24.5% |
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