-45.9%
MLP price history and return analytics
+374.2%
-420.1%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.9% |
| 3M | -7.6% | +2.4% | -10.0% | -9.8% |
| 6M | -5.7% | +12.0% | -17.7% | -14.6% |
| YTD | -5.4% | +15.3% | -20.7% | -16.5% |
| 1Y | -7.9% | +22.6% | -30.5% | -22.6% |
| 3Y | +16.6% | +74.7% | -58.1% | -25.5% |
| 5Y | +47.2% | +66.1% | -18.9% | -4.6% |
| 10Y | +106.0% | +225.0% | -119.0% | -22.0% |
| All | -45.9% | +374.2% | -420.1% | -87.8% |
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 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