+74.2%
VEA vs MLM
+18.0%
+56.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.0% |
| 7D | -1.3% | -5.8% | +4.6% | +0.5% |
| 30D | 0.0% | +9.8% | -9.9% | -2.8% |
| 3M | -3.6% | -5.2% | +1.6% | -2.2% |
| 6M | -0.5% | -10.3% | +9.8% | +2.1% |
| YTD | +13.0% | -15.5% | +28.4% | +17.4% |
| 1Y | +16.3% | -15.0% | +31.3% | +20.6% |
| All | +74.2% | +18.0% | +56.1% | +56.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling