+66.4%
MLKN vs VOO
+800.4%
-734.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.5% |
| 7D | -1.7% | +2.6% | -4.2% | -4.7% |
| 30D | +0.1% | -2.0% | +2.1% | +2.4% |
| 3M | -10.2% | -2.8% | -7.5% | -7.3% |
| 6M | +46.4% | +2.2% | +44.2% | +42.0% |
| YTD | +18.9% | +11.5% | +7.4% | +4.1% |
| 1Y | +48.3% | +13.5% | +34.8% | +27.0% |
| 3Y | -2.1% | +78.1% | -80.2% | -51.7% |
| 5Y | -38.2% | +73.1% | -111.4% | -68.0% |
| 10Y | -14.2% | +310.7% | -324.9% | -85.7% |
| All | +66.4% | +800.4% | -734.0% | -92.5% |
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 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