+86.4%
VTRS vs MLM
+19.3%
+67.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.4% |
| 7D | -0.1% | +1.4% | -1.5% | -0.6% |
| 30D | +1.9% | -6.5% | +8.4% | +4.0% |
| 3M | +5.1% | -7.4% | +12.5% | +7.2% |
| 6M | +20.1% | -15.8% | +35.9% | +26.1% |
| YTD | +36.6% | -17.4% | +54.0% | +43.6% |
| 1Y | +64.1% | -17.9% | +82.0% | +72.5% |
| 3Y | +86.4% | +18.9% | +67.5% | +75.3% |
| All | +86.4% | +19.3% | +67.1% | +75.3% |
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 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