+786.7%
VGT vs MLM
+206.1%
+580.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.1% |
| 7D | +1.0% | -2.9% | +3.9% | +2.1% |
| 30D | +1.3% | -6.8% | +8.1% | +3.8% |
| 3M | -1.1% | -11.2% | +10.1% | +2.5% |
| 6M | +32.6% | -21.8% | +54.5% | +43.9% |
| YTD | +29.0% | -17.0% | +46.0% | +36.2% |
| 1Y | +39.7% | -16.4% | +56.1% | +46.8% |
| 3Y | +120.9% | +14.5% | +106.4% | +103.9% |
| 5Y | +133.6% | +41.7% | +91.8% | +97.8% |
| All | +786.7% | +206.1% | +580.5% | +473.4% |
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 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