-87.8%
MLSS price history and return analytics
+53.4%
-141.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.3% |
| 7D | 0.0% | -2.3% | +2.3% | +3.3% |
| 30D | -18.9% | -5.0% | -14.0% | -13.6% |
| 3M | -36.2% | -4.9% | -31.3% | -32.1% |
| 6M | -25.0% | -1.5% | -23.5% | -23.4% |
| YTD | +11.1% | +8.5% | +2.6% | +0.9% |
| 1Y | -23.1% | +11.4% | -34.5% | -32.7% |
| 3Y | -63.9% | +70.1% | -133.9% | -81.3% |
| All | -87.8% | +53.4% | -141.2% | -91.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling