+580.6%
MLR price history and return analytics
+346.0%
+234.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.6% |
| 7D | -8.9% | -2.3% | -6.6% | -6.9% |
| 30D | -12.7% | -5.0% | -7.7% | -9.0% |
| 3M | -14.5% | -4.9% | -9.7% | -10.9% |
| 6M | -4.4% | -1.5% | -2.9% | -3.1% |
| YTD | +25.6% | +8.5% | +17.1% | +18.1% |
| 1Y | +22.3% | +11.4% | +10.9% | +12.8% |
| 3Y | +31.2% | +70.1% | -38.8% | -10.4% |
| 5Y | +37.8% | +53.7% | -15.9% | +0.3% |
| 10Y | +166.2% | +220.0% | -53.7% | +14.2% |
| All | +580.6% | +346.0% | +234.6% | +122.2% |
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 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