+229.1%
VTV vs MLM
+206.1%
+23.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -0.6% |
| 7D | +0.5% | -2.9% | +3.4% | +1.5% |
| 30D | +1.1% | -6.8% | +7.9% | +3.3% |
| 3M | +5.9% | -11.2% | +17.1% | +9.5% |
| 6M | +11.6% | -21.8% | +33.5% | +20.1% |
| YTD | +19.8% | -17.0% | +36.8% | +25.9% |
| 1Y | +26.2% | -16.4% | +42.6% | +32.2% |
| 3Y | +68.5% | +14.5% | +54.0% | +56.4% |
| 5Y | +79.9% | +41.7% | +38.1% | +52.3% |
| All | +229.1% | +206.1% | +23.0% | +110.3% |
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