-41.1%
MLSS price history and return analytics
+363.9%
-405.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +1.7% | +8.3% | +9.0% |
| 7D | +3.1% | -0.3% | +3.4% | +3.4% |
| 30D | -8.3% | -1.4% | -6.9% | -7.5% |
| 3M | -28.3% | -1.4% | -26.9% | -27.6% |
| 6M | -5.7% | +5.5% | -11.2% | -8.4% |
| YTD | +22.2% | +12.8% | +9.4% | +14.3% |
| 1Y | -13.2% | +15.4% | -28.6% | -20.0% |
| 3Y | -61.2% | +76.9% | -138.0% | -71.6% |
| 5Y | -85.7% | +60.4% | -146.1% | -88.8% |
| 10Y | -82.2% | +232.8% | -314.9% | -89.6% |
| All | -41.1% | +363.9% | -405.0% | -57.4% |
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