+1,053.2%
MULL price history and return analytics
+32.6%
+1,020.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | +0.2% |
| 7D | -32.2% | -0.1% | -32.1% | -28.1% |
| 30D | -55.4% | -3.1% | -52.3% | -42.7% |
| 3M | -41.3% | -3.5% | -37.8% | -22.1% |
| 6M | -44.9% | +0.5% | -45.4% | -28.6% |
| YTD | +192.4% | +10.8% | +181.6% | +153.1% |
| 1Y | +239.4% | +11.9% | +227.5% | +191.6% |
| All | +1,053.2% | +32.6% | +1,020.7% | +522.2% |
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