+692.0%
MLM vs VOO
+777.9%
-85.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -2.1% |
| 7D | -4.1% | -2.7% | -1.4% | -1.3% |
| 30D | +8.2% | -5.4% | +13.5% | +14.4% |
| 3M | -3.6% | -4.1% | +0.5% | +0.6% |
| 6M | -15.6% | +0.7% | -16.3% | -16.5% |
| YTD | -16.4% | +8.7% | -25.2% | -23.7% |
| 1Y | -14.3% | +11.0% | -25.3% | -23.5% |
| 3Y | +19.3% | +75.5% | -56.1% | -35.4% |
| 5Y | +29.6% | +68.4% | -38.8% | -26.2% |
| 10Y | +189.9% | +315.7% | -125.8% | -39.9% |
| All | +692.0% | +777.9% | -85.8% | -25.6% |
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