+797.7%
MLI price history and return analytics
+221.4%
+576.2%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.4% |
| 7D | +4.5% | +1.0% | +3.4% | +3.1% |
| 30D | -7.4% | -0.2% | -7.2% | -7.1% |
| 3M | -4.3% | +4.5% | -8.9% | -9.8% |
| 6M | +11.9% | +14.1% | -2.2% | -6.1% |
| YTD | +11.7% | +14.8% | -3.0% | -7.0% |
| 1Y | +32.1% | +21.2% | +10.9% | +2.3% |
| 3Y | +264.6% | +76.6% | +188.0% | +73.6% |
| 5Y | +525.2% | +66.6% | +458.6% | +222.1% |
| 10Y | +797.7% | +222.3% | +575.4% | +93.7% |
| All | +797.7% | +221.4% | +576.2% | +93.7% |
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