+9.4%
MLN vs VOO
+321.7%
-312.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.0% |
| 7D | -1.9% | -2.0% | +0.1% | -1.6% |
| 30D | -4.4% | -1.7% | -2.8% | -4.2% |
| 3M | -4.1% | +4.7% | -8.8% | -4.7% |
| 6M | -2.9% | +12.6% | -15.4% | -4.3% |
| YTD | -2.3% | +11.8% | -14.1% | -3.7% |
| 1Y | +0.3% | +17.5% | -17.3% | -1.8% |
| 3Y | +7.8% | +77.0% | -69.2% | -0.3% |
| 5Y | -9.0% | +82.6% | -91.6% | -16.6% |
| All | +9.4% | +321.7% | -312.3% | -9.1% |
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