+18.3%
MLPA vs VOO
+12.1%
+6.2%
-10.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | +2.8% | +2.6% | +0.3% | +3.0% |
| 30D | -0.6% | -2.0% | +1.4% | -0.8% |
| 3M | -4.6% | -2.8% | -1.8% | -4.8% |
| 6M | -0.4% | +2.2% | -2.6% | +0.1% |
| YTD | +16.6% | +11.5% | +5.1% | +18.5% |
| 1Y | +18.3% | +13.5% | +4.8% | +19.8% |
| All | +18.3% | +12.1% | +6.2% | +19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling