+120.5%
VGT vs MLM
+15.1%
+105.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.1% |
| 7D | +1.0% | -2.9% | +3.9% | +2.0% |
| 30D | +1.3% | -6.8% | +8.1% | +3.8% |
| 3M | -1.1% | -11.2% | +10.1% | +2.4% |
| 6M | +32.6% | -21.8% | +54.5% | +44.5% |
| YTD | +29.0% | -17.0% | +46.0% | +35.7% |
| 1Y | +39.7% | -16.4% | +56.1% | +46.0% |
| All | +120.5% | +15.1% | +105.4% | +92.2% |
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