+228.1%
VTV vs MLM
+140.0%
+88.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | 0.0% |
| 7D | +2.3% | -2.0% | +4.3% | +3.0% |
| 30D | +3.8% | +9.5% | -5.7% | +0.6% |
| 3M | +1.7% | -4.7% | +6.4% | +3.1% |
| 6M | +10.9% | -10.7% | +21.6% | +14.2% |
| YTD | +21.7% | -16.6% | +38.3% | +27.6% |
| 1Y | +23.4% | -15.4% | +38.8% | +28.7% |
| 3Y | +78.0% | +15.9% | +62.1% | +64.4% |
| 5Y | +77.4% | +27.1% | +50.3% | +55.4% |
| All | +228.1% | +140.0% | +88.1% | +116.6% |
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 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