+23.7%
MLP price history and return analytics
+75.0%
-51.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +1.7% | +0.4% | +1.3% | +1.3% |
| 30D | -7.2% | +1.0% | -8.2% | -8.1% |
| 3M | -7.6% | +2.4% | -10.0% | -10.2% |
| 6M | -5.7% | +12.0% | -17.7% | -17.1% |
| YTD | -5.4% | +15.3% | -20.7% | -19.9% |
| 1Y | -7.9% | +22.6% | -30.5% | -27.4% |
| All | +23.7% | +75.0% | -51.3% | -24.8% |
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