+41.1%
MLCO vs VOO
+807.8%
-766.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.6% |
| 7D | -2.3% | -0.4% | -2.0% | -1.9% |
| 30D | -7.3% | -1.4% | -5.9% | -5.7% |
| 3M | -10.0% | +3.7% | -13.7% | -14.8% |
| 6M | -10.6% | +13.0% | -23.6% | -24.7% |
| YTD | -33.2% | +12.4% | -45.6% | -43.2% |
| 1Y | -47.6% | +18.6% | -66.2% | -58.6% |
| 3Y | -50.1% | +78.1% | -128.2% | -77.6% |
| 5Y | -63.8% | +82.3% | -146.0% | -83.7% |
| 10Y | -61.5% | +322.5% | -384.0% | -95.4% |
| All | +41.1% | +807.8% | -766.8% | -95.0% |
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