+693.9%
VGT vs MLM
+185.4%
+508.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.8% | +3.2% | +2.0% |
| 7D | -7.2% | -4.1% | -3.1% | -5.8% |
| 30D | -16.1% | +8.2% | -24.3% | -18.7% |
| 3M | -9.2% | -3.6% | -5.6% | -8.3% |
| 6M | -0.7% | -15.6% | +14.8% | +4.5% |
| YTD | +15.6% | -16.4% | +32.0% | +21.4% |
| 1Y | +14.4% | -14.3% | +28.7% | +19.0% |
| 3Y | +105.2% | +19.3% | +85.9% | +86.3% |
| 5Y | +100.0% | +29.6% | +70.4% | +73.5% |
| All | +693.9% | +185.4% | +508.4% | +431.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling