+13.4%
MLPI price history and return analytics
+9.4%
+4.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.1% | -3.3% |
| 7D | -8.3% | -4.2% | -4.2% | -8.6% |
| 30D | -4.1% | -5.8% | +1.7% | -4.5% |
| 3M | -3.2% | -5.2% | +2.1% | -3.5% |
| 6M | -8.0% | +0.1% | -8.1% | -7.7% |
| YTD | +11.4% | +8.2% | +3.1% | +12.1% |
| All | +13.4% | +9.4% | +4.0% | +14.2% |
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