-22.0%
MLKN vs VOO
+325.3%
-347.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.0% | +0.9% |
| 7D | -7.5% | -0.8% | -6.8% | -6.7% |
| 30D | -11.1% | -1.1% | -10.0% | -10.0% |
| 3M | +37.0% | +3.9% | +33.1% | +31.2% |
| 6M | +12.5% | +13.6% | -1.1% | -2.0% |
| YTD | +19.3% | +12.7% | +6.6% | +4.8% |
| 1Y | +4.6% | +17.6% | -13.0% | -12.5% |
| 3Y | +40.7% | +77.3% | -36.6% | -24.8% |
| 5Y | -37.4% | +84.1% | -121.6% | -67.4% |
| All | -22.0% | +325.3% | -347.3% | -82.5% |
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 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