-0.5%
MLTX vs VT
+11.9%
-12.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.5% |
| 7D | +8.4% | +2.4% | +6.1% | +5.3% |
| 30D | +23.3% | -1.5% | +24.8% | +26.1% |
| 3M | -24.2% | -4.1% | -20.1% | -19.4% |
| 6M | -32.1% | +0.6% | -32.7% | -32.5% |
| YTD | -5.2% | +11.0% | -16.2% | -17.4% |
| 1Y | -0.5% | +13.3% | -13.8% | -14.2% |
| All | -0.5% | +11.9% | -12.4% | -14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling