+291.9%
VTI vs MLM
+167.5%
+124.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.5% | 0.0% | +1.6% |
| 7D | +0.2% | -3.8% | +4.1% | +1.7% |
| 30D | -2.9% | +11.0% | -13.9% | -6.6% |
| 3M | -2.6% | -3.1% | +0.4% | -1.8% |
| 6M | +2.8% | -9.8% | +12.6% | +5.6% |
| YTD | +11.6% | -14.4% | +25.9% | +16.2% |
| 1Y | +13.6% | -12.6% | +26.2% | +17.4% |
| 3Y | +79.9% | +19.7% | +60.1% | +63.4% |
| 5Y | +64.3% | +29.8% | +34.5% | +42.2% |
| 10Y | +291.9% | +153.5% | +138.4% | +154.3% |
| All | +291.9% | +167.5% | +124.4% | +154.3% |
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