+706.8%
MLM vs VOO
+775.2%
-68.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.4% | -0.8% | -0.6% |
| 7D | -1.2% | -4.7% | +3.5% | +3.8% |
| 30D | +7.9% | -5.9% | +13.8% | +14.9% |
| 3M | -4.5% | -4.5% | 0.0% | +0.1% |
| 6M | -12.6% | +1.9% | -14.5% | -14.6% |
| YTD | -14.9% | +8.4% | -23.3% | -22.0% |
| 1Y | -13.1% | +9.5% | -22.5% | -21.2% |
| 3Y | +21.2% | +75.3% | -54.0% | -34.3% |
| 5Y | +32.0% | +67.9% | -35.8% | -24.6% |
| 10Y | +195.3% | +314.4% | -119.1% | -38.6% |
| All | +706.8% | +775.2% | -68.4% | -23.9% |
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