+427.2%
MKL price history and return analytics
+356.5%
+70.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | +2.0% | +2.4% | -0.4% | -0.2% |
| 30D | +10.0% | -1.5% | +11.5% | +11.2% |
| 3M | +7.6% | -4.1% | +11.8% | +11.3% |
| 6M | +8.6% | +0.6% | +8.1% | +6.8% |
| YTD | -8.0% | +11.0% | -19.1% | -17.6% |
| 1Y | -5.0% | +13.3% | -18.4% | -16.6% |
| 3Y | +46.1% | +73.4% | -27.3% | -13.8% |
| 5Y | +53.3% | +57.4% | -4.1% | -2.7% |
| 10Y | +128.3% | +221.7% | -93.4% | -23.7% |
| All | +427.2% | +356.5% | +70.7% | +38.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling