+90.8%
MLPX price history and return analytics
+74.1%
+16.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | +1.2% |
| 7D | -4.9% | +0.4% | -5.3% | -5.1% |
| 30D | -2.0% | -2.6% | +0.6% | -1.0% |
| 3M | -2.0% | -3.2% | +1.2% | -0.8% |
| 6M | -0.4% | +0.9% | -1.4% | -1.4% |
| YTD | +20.6% | +11.3% | +9.3% | +12.4% |
| 1Y | +24.4% | +14.0% | +10.4% | +13.9% |
| 3Y | +90.8% | +75.8% | +14.9% | +29.9% |
| All | +90.8% | +74.1% | +16.6% | +29.9% |
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