+143.4%
MLM vs VOO
+306.9%
-163.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | -2.9% | -0.6% | -2.3% | -2.3% |
| 30D | +10.4% | -3.6% | +14.1% | +14.4% |
| 3M | -3.7% | -2.7% | -1.0% | -1.2% |
| 6M | -10.3% | +2.2% | -12.5% | -12.5% |
| YTD | -14.8% | +10.9% | -25.7% | -23.4% |
| 1Y | -13.9% | +11.3% | -25.2% | -22.8% |
| 3Y | +18.4% | +76.9% | -58.5% | -34.5% |
| 5Y | +31.8% | +73.5% | -41.7% | -25.2% |
| 10Y | +143.4% | +307.7% | -164.3% | -50.0% |
| All | +143.4% | +306.9% | -163.5% | -50.0% |
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