-10.5%
MLM vs VOO
+14.7%
-25.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.7% | +1.0% |
| 7D | +9.1% | -0.7% | +9.9% | +9.7% |
| 30D | +14.6% | -1.1% | +15.7% | +15.6% |
| 3M | +0.3% | -0.3% | +0.6% | +0.4% |
| 6M | -7.5% | +7.4% | -14.8% | -13.7% |
| YTD | -10.2% | +13.4% | -23.6% | -21.3% |
| 1Y | -10.5% | +14.8% | -25.3% | -22.2% |
| All | -10.5% | +14.7% | -25.2% | -22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling