+42.4%
MLP price history and return analytics
+57.5%
-15.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.3% | -4.4% |
| 7D | +7.5% | -0.1% | +7.6% | +7.6% |
| 30D | +0.5% | -3.1% | +3.5% | +2.4% |
| 3M | -7.5% | -3.5% | -4.0% | -5.5% |
| 6M | -4.9% | +0.5% | -5.3% | -5.7% |
| YTD | -12.0% | +10.8% | -22.8% | -18.5% |
| 1Y | -1.9% | +11.9% | -13.8% | -9.8% |
| 3Y | -0.5% | +73.0% | -73.4% | -24.7% |
| 5Y | +42.4% | +58.6% | -16.2% | +11.5% |
| All | +42.4% | +57.5% | -15.1% | +11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling