+93.1%
MLPA vs VOO
+611.3%
-518.2%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.0% |
| 7D | +0.5% | +0.5% | -0.1% | 0.0% |
| 30D | +4.8% | -0.9% | +5.7% | +5.5% |
| 3M | +8.2% | +3.9% | +4.3% | +4.6% |
| 6M | +10.4% | +14.5% | -4.1% | -1.6% |
| YTD | +25.8% | +13.0% | +12.8% | +13.1% |
| 1Y | +27.0% | +19.4% | +7.6% | +8.9% |
| 3Y | +64.6% | +78.9% | -14.3% | -0.9% |
| 5Y | +142.4% | +82.3% | +60.1% | +40.6% |
| 10Y | +90.7% | +314.2% | -223.5% | -44.3% |
| All | +93.1% | +611.3% | -518.2% | -60.7% |
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