+4.3%
MILN price history and return analytics
+59.8%
-55.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.4% |
| 7D | -2.3% | -0.7% | -1.6% | -1.6% |
| 30D | +5.3% | -1.7% | +7.1% | +7.4% |
| 3M | -1.9% | -2.3% | +0.4% | +0.6% |
| 6M | +6.7% | +1.5% | +5.1% | +3.9% |
| YTD | -2.4% | +12.0% | -14.5% | -16.3% |
| 1Y | -2.3% | +12.9% | -15.1% | -17.0% |
| 3Y | +48.0% | +74.9% | -27.0% | -29.2% |
| 5Y | +4.3% | +59.9% | -55.6% | -43.0% |
| All | +4.3% | +59.8% | -55.5% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling