+128.5%
MLP vs VOO
+314.0%
-185.5%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +2.0% |
| 7D | +1.0% | +0.5% | +0.5% | +0.5% |
| 30D | -6.1% | -0.9% | -5.1% | -5.4% |
| 3M | -5.7% | +3.9% | -9.6% | -9.1% |
| 6M | -1.1% | +14.5% | -15.6% | -12.4% |
| YTD | -4.0% | +13.0% | -16.9% | -14.0% |
| 1Y | -3.4% | +19.4% | -22.9% | -17.4% |
| 3Y | +27.8% | +78.9% | -51.1% | -20.4% |
| 5Y | +49.3% | +82.3% | -33.0% | -10.9% |
| 10Y | +128.5% | +314.2% | -185.7% | -44.9% |
| All | +128.5% | +314.0% | -185.5% | -44.9% |
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 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