+129.8%
MLP vs VOO
+311.2%
-181.4%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +4.2% | +3.3% | +0.9% | +1.5% |
| 30D | +1.9% | -2.7% | +4.6% | +4.0% |
| 3M | -5.6% | -1.7% | -3.9% | -4.5% |
| 6M | -0.6% | +3.1% | -3.7% | -3.9% |
| YTD | -11.2% | +11.9% | -23.1% | -19.9% |
| 1Y | -0.3% | +12.1% | -12.3% | -10.2% |
| 3Y | +0.5% | +78.6% | -78.0% | -37.0% |
| 5Y | +42.8% | +73.8% | -31.0% | -10.4% |
| All | +129.8% | +311.2% | -181.4% | -40.7% |
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