+223.0%
VT vs MLM
+199.9%
+23.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -0.4% |
| 7D | +0.4% | -2.9% | +3.4% | +1.4% |
| 30D | +1.0% | -6.8% | +7.8% | +3.2% |
| 3M | +2.4% | -11.2% | +13.6% | +5.9% |
| 6M | +12.0% | -21.8% | +33.8% | +20.6% |
| YTD | +15.3% | -17.0% | +32.3% | +21.3% |
| 1Y | +22.6% | -16.4% | +39.0% | +28.4% |
| 3Y | +74.7% | +14.5% | +60.2% | +62.5% |
| 5Y | +66.1% | +41.7% | +24.4% | +41.9% |
| All | +223.0% | +199.9% | +23.1% | +111.7% |
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