+6.6%
MLP price history and return analytics
+69.7%
-63.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.4% | +5.4% |
| 7D | +6.0% | -2.3% | +8.3% | +8.3% |
| 30D | -1.5% | -5.0% | +3.4% | +3.2% |
| 3M | -9.7% | -4.9% | -4.8% | -5.5% |
| 6M | -2.6% | -1.5% | -1.0% | -2.6% |
| YTD | -9.9% | +8.5% | -18.4% | -20.1% |
| 1Y | +3.5% | +11.4% | -7.9% | -11.3% |
| 3Y | +6.6% | +70.1% | -63.4% | -29.0% |
| All | +6.6% | +69.7% | -63.1% | -29.0% |
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 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