-1.7%
MLP vs VOO
+78.5%
-80.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.0% |
| 7D | -3.7% | +2.6% | -6.2% | -5.9% |
| 30D | -0.1% | -2.0% | +1.9% | +1.7% |
| 3M | -5.7% | -2.8% | -2.9% | -3.4% |
| 6M | -3.0% | +2.2% | -5.2% | -6.2% |
| YTD | -13.2% | +11.5% | -24.7% | -24.1% |
| 1Y | -1.2% | +13.5% | -14.7% | -15.4% |
| 3Y | -1.7% | +78.1% | -79.8% | -34.4% |
| All | -1.7% | +78.5% | -80.1% | -34.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling