+552.5%
MLM price history and return analytics
+363.9%
+188.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.6% | +0.6% |
| 7D | +9.1% | -0.3% | +9.4% | +9.4% |
| 30D | +14.6% | -1.4% | +16.1% | +16.2% |
| 3M | +0.3% | -1.4% | +1.7% | +1.6% |
| 6M | -7.5% | +5.5% | -12.9% | -12.6% |
| YTD | -10.2% | +12.8% | -23.1% | -20.9% |
| 1Y | -10.5% | +15.4% | -25.9% | -22.9% |
| 3Y | +27.8% | +76.9% | -49.0% | -29.3% |
| 5Y | +38.9% | +60.4% | -21.5% | -14.3% |
| 10Y | +211.4% | +232.8% | -21.4% | -6.5% |
| All | +552.5% | +363.9% | +188.6% | +64.0% |
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