+2,581.4%
MULL price history and return analytics
+36.5%
+2,544.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +9.0% |
| 7D | +14.8% | -0.1% | +14.9% | +15.2% |
| 30D | +36.6% | -0.7% | +37.2% | +42.6% |
| 3M | -8.9% | +4.0% | -12.9% | -15.3% |
| 6M | +311.9% | +12.3% | +299.6% | +191.3% |
| YTD | +579.8% | +14.0% | +565.8% | +363.4% |
| 1Y | +2,421.5% | +20.3% | +2,401.2% | +1,354.5% |
| All | +2,581.4% | +36.5% | +2,544.9% | +1,038.9% |
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 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