-99.5%
MLEC vs VOO
+111.4%
-210.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.5% | -3.7% |
| 7D | -2.2% | -0.4% | -1.9% | -2.0% |
| 30D | -5.0% | -1.4% | -3.6% | -4.4% |
| 3M | -7.1% | +3.7% | -10.9% | -8.5% |
| 6M | -25.8% | +13.0% | -38.8% | -29.8% |
| YTD | +74.1% | +12.4% | +61.6% | +65.6% |
| 1Y | -62.4% | +18.6% | -81.0% | -65.0% |
| 3Y | -98.6% | +78.1% | -176.6% | -98.9% |
| 5Y | -99.5% | +82.3% | -181.8% | -99.7% |
| All | -99.5% | +111.4% | -210.9% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling