+44.0%
MLP vs VOO
+67.9%
-23.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.3% | +5.3% | +5.4% |
| 7D | +6.0% | -2.7% | +8.7% | +7.6% |
| 30D | -1.5% | -5.4% | +3.8% | +1.5% |
| 3M | -9.7% | -4.1% | -5.6% | -7.7% |
| 6M | -2.6% | +0.7% | -3.3% | -3.6% |
| YTD | -9.9% | +8.7% | -18.6% | -15.1% |
| 1Y | +3.5% | +11.0% | -7.5% | -3.7% |
| 3Y | +6.6% | +75.5% | -68.8% | -17.1% |
| All | +44.0% | +67.9% | -23.9% | +13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling