-1.4%
MKL vs VOO
+14.7%
-16.1%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.6% | +1.3% | +2.8% |
| 7D | +5.9% | -0.7% | +6.7% | +6.0% |
| 30D | +13.2% | -1.1% | +14.3% | +13.2% |
| 3M | +3.5% | -0.3% | +3.9% | +3.5% |
| 6M | +11.6% | +7.4% | +4.2% | +9.6% |
| YTD | -9.1% | +13.4% | -22.4% | -13.0% |
| 1Y | -1.4% | +14.8% | -16.2% | -6.1% |
| All | -1.4% | +14.7% | -16.1% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling