-73.3%
MLCI vs VOO
+807.8%
-881.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | 0.0% |
| 7D | -0.9% | -0.4% | -0.6% | -0.7% |
| 30D | +9.5% | -1.4% | +10.8% | +10.5% |
| 3M | +15.7% | +3.7% | +12.0% | +12.6% |
| 6M | -38.0% | +13.0% | -51.1% | -43.0% |
| YTD | -60.0% | +12.4% | -72.5% | -63.1% |
| 1Y | -27.4% | +18.6% | -46.0% | -35.3% |
| 3Y | -23.4% | +78.1% | -101.4% | -49.3% |
| 5Y | -55.5% | +82.3% | -137.8% | -71.8% |
| 10Y | -27.9% | +322.5% | -350.4% | -80.1% |
| All | -73.3% | +807.8% | -881.2% | -98.0% |
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