+128.9%
MLP price history and return analytics
+224.4%
-95.4%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +0.4% |
| 7D | +3.6% | -0.7% | +4.3% | +4.2% |
| 30D | -0.9% | -1.7% | +0.8% | +0.5% |
| 3M | -5.9% | -2.3% | -3.6% | -4.2% |
| 6M | -1.6% | +1.5% | -3.1% | -3.8% |
| YTD | -10.8% | +12.0% | -22.8% | -20.3% |
| 1Y | -0.7% | +12.9% | -13.6% | -11.8% |
| 3Y | +0.9% | +74.9% | -74.0% | -37.5% |
| 5Y | +42.8% | +59.9% | -17.1% | -5.5% |
| 10Y | +128.9% | +224.6% | -95.7% | -23.7% |
| All | +128.9% | +224.4% | -95.4% | -23.7% |
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