+183.8%
VXUS vs MLM
+613.6%
-429.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.1% |
| 7D | +1.0% | -2.9% | +3.9% | +1.9% |
| 30D | +2.2% | -6.8% | +9.0% | +4.4% |
| 3M | +3.0% | -11.2% | +14.2% | +6.3% |
| 6M | +10.7% | -21.8% | +32.5% | +18.8% |
| YTD | +17.8% | -17.0% | +34.8% | +23.8% |
| 1Y | +27.6% | -16.4% | +43.9% | +33.4% |
| 3Y | +73.3% | +14.5% | +58.8% | +61.9% |
| 5Y | +54.3% | +41.7% | +12.6% | +32.5% |
| 10Y | +149.8% | +200.0% | -50.2% | +56.8% |
| All | +183.8% | +613.6% | -429.8% | +12.1% |
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