+913.2%
VTI vs MLM
+1,403.7%
-490.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +1.0% |
| 7D | -2.6% | -4.1% | +1.5% | -1.1% |
| 30D | -5.0% | +8.2% | -13.2% | -7.8% |
| 3M | -4.3% | -3.6% | -0.7% | -3.3% |
| 6M | +0.6% | -15.6% | +16.1% | +5.8% |
| YTD | +8.9% | -16.4% | +25.3% | +14.4% |
| 1Y | +11.1% | -14.3% | +25.5% | +15.7% |
| 3Y | +74.5% | +19.3% | +55.2% | +59.4% |
| 5Y | +60.1% | +29.6% | +30.5% | +40.1% |
| 10Y | +297.4% | +189.9% | +107.5% | +143.0% |
| All | +913.2% | +1,403.7% | -490.5% | +168.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling