+193.9%
MLPX price history and return analytics
+229.8%
-35.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | -1.0% |
| 7D | -0.6% | -1.1% | +0.5% | +0.4% |
| 30D | +1.1% | -1.0% | +2.1% | +1.9% |
| 3M | +2.7% | +3.2% | -0.5% | -0.9% |
| 6M | +6.3% | +12.5% | -6.1% | -6.6% |
| YTD | +28.2% | +14.1% | +14.1% | +10.7% |
| 1Y | +28.2% | +18.9% | +9.3% | +5.9% |
| 3Y | +106.7% | +74.1% | +32.6% | +13.3% |
| 5Y | +183.9% | +66.9% | +117.1% | +61.1% |
| All | +193.9% | +229.8% | -35.9% | -23.4% |
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