+43.1%
MKL vs VOO
+82.8%
-39.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.4% |
| 7D | -2.3% | -0.8% | -1.6% | -1.9% |
| 30D | -3.2% | -1.1% | -2.1% | -2.6% |
| 3M | -2.5% | +3.9% | -6.4% | -4.9% |
| 6M | -8.8% | +13.6% | -22.4% | -15.9% |
| YTD | -17.0% | +12.7% | -29.7% | -23.2% |
| 1Y | -9.2% | +17.6% | -26.7% | -18.3% |
| 3Y | +19.9% | +77.3% | -57.5% | -17.0% |
| All | +43.1% | +82.8% | -39.8% | -5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling