-63.9%
MLSS price history and return analytics
+69.7%
-133.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | 0.0% | -2.3% | +2.3% | +3.0% |
| 30D | -18.9% | -5.0% | -14.0% | -14.2% |
| 3M | -36.2% | -4.9% | -31.3% | -32.5% |
| 6M | -25.0% | -1.5% | -23.5% | -23.4% |
| YTD | +11.1% | +8.5% | +2.6% | +2.5% |
| 1Y | -23.1% | +11.4% | -34.5% | -31.3% |
| 3Y | -63.9% | +70.1% | -133.9% | -76.9% |
| All | -63.9% | +69.7% | -133.6% | -76.9% |
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