+74.5%
VTI vs MLM
+18.7%
+55.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +1.0% |
| 7D | -2.6% | -4.1% | +1.5% | -1.3% |
| 30D | -5.0% | +8.2% | -13.2% | -7.4% |
| 3M | -4.3% | -3.6% | -0.7% | -3.3% |
| 6M | +0.6% | -15.6% | +16.1% | +5.6% |
| YTD | +8.9% | -16.4% | +25.3% | +13.7% |
| 1Y | +11.1% | -14.3% | +25.5% | +14.9% |
| 3Y | +74.5% | +19.3% | +55.2% | +54.6% |
| All | +74.5% | +18.7% | +55.8% | +54.6% |
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