+13.4%
MLAB price history and return analytics
+222.7%
-209.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.3% |
| 7D | +13.3% | +2.9% | +10.4% | +10.2% |
| 30D | +6.0% | -2.5% | +8.5% | +8.7% |
| 3M | +20.0% | -3.3% | +23.3% | +24.2% |
| 6M | +30.8% | +1.5% | +29.2% | +29.1% |
| YTD | +73.0% | +11.4% | +61.6% | +56.6% |
| 1Y | +70.3% | +11.9% | +58.4% | +53.6% |
| 3Y | +62.0% | +73.9% | -11.9% | +2.8% |
| 5Y | -55.7% | +57.9% | -113.6% | -69.9% |
| All | +13.4% | +222.7% | -209.3% | -69.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling