+230.7%
VTV vs MLM
+167.5%
+63.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.5% | -0.5% | +1.1% |
| 7D | -0.5% | -3.8% | +3.3% | +0.8% |
| 30D | +3.1% | +11.0% | -7.9% | -0.5% |
| 3M | +1.8% | -3.1% | +4.9% | +2.6% |
| 6M | +10.9% | -9.8% | +20.7% | +13.8% |
| YTD | +20.9% | -14.4% | +35.2% | +25.6% |
| 1Y | +24.6% | -12.6% | +37.2% | +28.6% |
| 3Y | +78.6% | +19.7% | +58.8% | +63.2% |
| 5Y | +76.4% | +29.8% | +46.7% | +53.6% |
| 10Y | +230.7% | +153.5% | +77.2% | +115.5% |
| All | +230.7% | +167.5% | +63.2% | +115.5% |
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