+276.5%
MLI vs VOO
+75.1%
+201.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -1.2% |
| 7D | -0.2% | -0.9% | +0.7% | +0.8% |
| 30D | -9.5% | -2.3% | -7.1% | -7.1% |
| 3M | -19.3% | -1.2% | -18.1% | -18.3% |
| 6M | -21.2% | +3.3% | -24.6% | -24.1% |
| YTD | -3.2% | +12.3% | -15.5% | -14.6% |
| 1Y | +2.9% | +12.5% | -9.6% | -9.3% |
| 3Y | +198.5% | +79.2% | +119.4% | +63.8% |
| 5Y | +276.5% | +75.7% | +200.8% | +107.5% |
| All | +276.5% | +75.1% | +201.3% | +107.5% |
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