+194.5%
MLI price history and return analytics
+74.5%
+119.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.2% |
| 7D | +4.6% | +2.9% | +1.7% | +1.2% |
| 30D | -10.8% | -2.5% | -8.3% | -8.1% |
| 3M | -19.5% | -3.3% | -16.1% | -16.2% |
| 6M | -20.4% | +1.5% | -22.0% | -22.1% |
| YTD | -3.6% | +11.4% | -15.0% | -16.0% |
| 1Y | +1.6% | +11.9% | -10.3% | -11.9% |
| All | +194.5% | +74.5% | +119.9% | +38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling