+271.3%
MLP vs VOO
+806.9%
-535.6%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +0.5% |
| 7D | +3.6% | -0.9% | +4.5% | +4.2% |
| 30D | -0.9% | -2.3% | +1.4% | +0.6% |
| 3M | -5.9% | -1.2% | -4.7% | -5.3% |
| 6M | -1.6% | +3.3% | -4.9% | -4.4% |
| YTD | -10.8% | +12.3% | -23.1% | -18.4% |
| 1Y | -0.7% | +12.5% | -13.2% | -9.3% |
| 3Y | +0.9% | +79.2% | -78.2% | -31.8% |
| 5Y | +42.8% | +75.7% | -32.9% | -4.3% |
| 10Y | +128.9% | +313.7% | -184.7% | -9.3% |
| All | +271.3% | +806.9% | -535.6% | -27.6% |
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