+30.6%
MLPD vs VOO
+52.9%
-22.3%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | +0.4% |
| 7D | +0.4% | +0.5% | -0.2% | +0.2% |
| 30D | +4.9% | -0.9% | +5.8% | +5.2% |
| 3M | +3.5% | +3.9% | -0.4% | +1.9% |
| 6M | +4.0% | +14.5% | -10.5% | -1.7% |
| YTD | +9.3% | +13.0% | -3.7% | +3.8% |
| 1Y | +11.4% | +19.4% | -8.0% | +2.8% |
| All | +30.6% | +52.9% | -22.3% | +5.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling