+34.1%
V vs MLM
-7.8%
+41.9%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.4% | +1.5% | +3.4% |
| 7D | +9.0% | +9.1% | -0.2% | +7.5% |
| 30D | +18.1% | +14.6% | +3.4% | +15.7% |
| 3M | +18.3% | +0.3% | +18.0% | +17.6% |
| 6M | +34.1% | -7.5% | +41.6% | +32.5% |
| All | +34.1% | -7.8% | +41.9% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 6mo: compounded portfolio wealth divided by compounded MLM 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…
6mo analysis · Full analysis span regression · 6 months rolling