+247.7%
MULL vs VT
+10.5%
+237.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.2% | +8.9% | +7.6% |
| 7D | -42.7% | -2.3% | -40.4% | -29.9% |
| 30D | -63.8% | -5.0% | -58.8% | -45.2% |
| 3M | -49.0% | -4.9% | -44.2% | -23.6% |
| 6M | -38.2% | -1.5% | -36.6% | -7.5% |
| YTD | +167.0% | +8.5% | +158.5% | +147.3% |
| 1Y | +247.7% | +11.4% | +236.3% | +175.4% |
| All | +247.7% | +10.5% | +237.2% | +175.4% |
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 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