+427.3%
MKL vs VOO
+807.8%
-380.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | -1.7% | -0.4% | -1.3% | -1.4% |
| 30D | -3.0% | -1.4% | -1.6% | -1.8% |
| 3M | -1.6% | +3.7% | -5.4% | -4.9% |
| 6M | -9.0% | +13.0% | -22.0% | -18.4% |
| YTD | -16.9% | +12.4% | -29.4% | -25.3% |
| 1Y | -7.4% | +18.6% | -26.0% | -20.7% |
| 3Y | +21.2% | +78.1% | -56.8% | -28.0% |
| 5Y | +43.0% | +82.3% | -39.3% | -18.2% |
| 10Y | +93.8% | +322.5% | -228.7% | -45.4% |
| All | +427.3% | +807.8% | -380.5% | -25.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling