+43.1%
MLTX vs VT
+118.5%
-75.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.1% | +0.4% | -0.3% | -0.2% |
| 30D | -14.5% | +1.0% | -15.4% | -15.1% |
| 3M | -19.8% | +2.4% | -22.2% | -21.1% |
| 6M | -17.3% | +12.0% | -29.3% | -23.4% |
| YTD | +13.9% | +15.3% | -1.5% | +3.5% |
| 1Y | -74.9% | +22.6% | -97.4% | -78.5% |
| 3Y | -72.2% | +74.7% | -146.8% | -80.6% |
| 5Y | +51.9% | +66.1% | -14.2% | +5.3% |
| All | +43.1% | +118.5% | -75.4% | -9.1% |
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