-83.3%
MLSS price history and return analytics
+215.5%
-298.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | 0.0% | -2.3% | +2.3% | +2.6% |
| 30D | -18.9% | -5.0% | -14.0% | -14.6% |
| 3M | -36.2% | -4.9% | -31.3% | -32.9% |
| 6M | -25.0% | -1.5% | -23.5% | -23.6% |
| YTD | +11.1% | +8.5% | +2.6% | +3.2% |
| 1Y | -23.1% | +11.4% | -34.5% | -30.5% |
| 3Y | -63.9% | +70.1% | -133.9% | -77.8% |
| 5Y | -87.1% | +53.7% | -140.9% | -91.2% |
| All | -83.3% | +215.5% | -298.9% | -95.1% |
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