+68.8%
MLYS price history and return analytics
+86.9%
-18.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -0.5% | +10.8% | +10.8% |
| 7D | +21.7% | +1.0% | +20.7% | +20.3% |
| 30D | +13.8% | -0.2% | +14.0% | +14.0% |
| 3M | +38.3% | +4.5% | +33.8% | +31.2% |
| 6M | +17.0% | +14.1% | +3.0% | +1.2% |
| YTD | -14.2% | +14.8% | -29.0% | -26.1% |
| 1Y | -13.4% | +21.2% | -34.6% | -29.7% |
| 3Y | +162.6% | +76.6% | +86.0% | +22.8% |
| All | +68.8% | +86.9% | -18.2% | -22.1% |
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 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