+716.2%
VTV vs MLM
+1,360.4%
-644.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.3% |
| 7D | -2.2% | -4.1% | +1.9% | -0.8% |
| 30D | +2.2% | +8.2% | -6.0% | -0.7% |
| 3M | +0.3% | -3.6% | +3.9% | +1.3% |
| 6M | +8.3% | -15.6% | +23.8% | +13.9% |
| YTD | +18.5% | -16.4% | +35.0% | +24.5% |
| 1Y | +23.0% | -14.3% | +37.4% | +28.1% |
| 3Y | +72.6% | +19.3% | +53.3% | +57.6% |
| 5Y | +73.3% | +29.6% | +43.7% | +50.5% |
| 10Y | +238.2% | +189.9% | +48.3% | +104.7% |
| All | +716.2% | +1,360.4% | -644.2% | +148.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling