+293.9%
MLP vs VOO
+817.1%
-523.2%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.2% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | -7.2% | +0.1% | -7.2% | -7.2% |
| 3M | -7.6% | +2.0% | -9.6% | -9.3% |
| 6M | -5.7% | +13.0% | -18.7% | -13.9% |
| YTD | -5.4% | +13.6% | -19.0% | -14.0% |
| 1Y | -7.9% | +20.1% | -28.0% | -19.4% |
| 3Y | +16.6% | +77.6% | -61.0% | -20.9% |
| 5Y | +47.2% | +82.4% | -35.2% | -4.0% |
| 10Y | +106.0% | +316.8% | -210.8% | -18.7% |
| All | +293.9% | +817.1% | -523.2% | -23.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling