+25.8%
VTV vs MLM
-17.1%
+42.9%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +0.3% | +1.4% | -1.1% | 0.0% |
| 30D | +0.1% | -6.5% | +6.7% | +1.5% |
| 3M | +6.2% | -7.4% | +13.6% | +7.4% |
| 6M | +13.5% | -15.8% | +29.3% | +17.1% |
| YTD | +18.9% | -17.4% | +36.3% | +21.8% |
| 1Y | +25.8% | -17.9% | +43.7% | +28.5% |
| All | +25.8% | -17.1% | +42.9% | +28.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling