+265.0%
MVLL price history and return analytics
+38.5%
+226.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.6% | +9.1% | +11.9% |
| 7D | +28.5% | -0.1% | +28.7% | +28.8% |
| 30D | +18.5% | -0.7% | +19.2% | +23.5% |
| 3M | -41.3% | +4.0% | -45.3% | -45.0% |
| 6M | +271.0% | +12.3% | +258.7% | +176.0% |
| YTD | +306.4% | +14.0% | +292.3% | +180.3% |
| 1Y | +474.4% | +20.3% | +454.1% | +218.8% |
| All | +265.0% | +38.5% | +226.5% | +23.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling