+77.4%
VTI vs MLM
+15.7%
+61.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | +2.5% | -0.9% | +3.4% | +2.8% |
| 30D | -1.5% | +9.0% | -10.6% | -4.2% |
| 3M | -3.2% | -5.6% | +2.4% | -1.6% |
| 6M | +2.3% | -10.7% | +13.0% | +5.2% |
| YTD | +11.6% | -17.2% | +28.8% | +16.9% |
| 1Y | +13.8% | -14.2% | +28.0% | +17.4% |
| 3Y | +77.4% | +15.6% | +61.8% | +58.5% |
| All | +77.4% | +15.7% | +61.8% | +58.5% |
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