+1,677.3%
MLI price history and return analytics
+346.0%
+1,331.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.7% |
| 7D | -2.9% | -2.3% | -0.6% | -0.2% |
| 30D | -12.1% | -5.0% | -7.1% | -6.5% |
| 3M | -23.5% | -4.9% | -18.7% | -18.8% |
| 6M | -23.5% | -1.5% | -21.9% | -22.2% |
| YTD | -6.9% | +8.5% | -15.4% | -16.1% |
| 1Y | +0.6% | +11.4% | -10.8% | -12.2% |
| 3Y | +180.8% | +70.1% | +110.7% | +47.5% |
| 5Y | +301.7% | +53.7% | +248.0% | +138.2% |
| 10Y | +773.6% | +220.0% | +553.6% | +126.3% |
| All | +1,677.3% | +346.0% | +1,331.3% | +183.7% |
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 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