+274.9%
MLP vs VOO
+777.9%
-502.9%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.3% | +5.3% | +5.4% |
| 7D | +6.0% | -2.7% | +8.7% | +8.0% |
| 30D | -1.5% | -5.4% | +3.8% | +2.2% |
| 3M | -9.7% | -4.1% | -5.6% | -7.3% |
| 6M | -2.6% | +0.7% | -3.3% | -3.8% |
| YTD | -9.9% | +8.7% | -18.6% | -15.8% |
| 1Y | +3.5% | +11.0% | -7.5% | -4.6% |
| 3Y | +6.6% | +75.5% | -68.8% | -26.9% |
| 5Y | +45.5% | +68.4% | -22.9% | +0.4% |
| 10Y | +126.1% | +315.7% | -189.6% | -9.8% |
| All | +274.9% | +777.9% | -502.9% | -25.2% |
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