+13.0%
MLPI vs VOO
+9.7%
+3.3%
-9.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | -8.6% | -2.7% | -5.9% | -8.7% |
| 30D | -2.8% | -5.4% | +2.6% | -3.3% |
| 3M | -4.4% | -4.1% | -0.4% | -4.7% |
| 6M | -6.4% | +0.7% | -7.1% | -5.8% |
| YTD | +10.9% | +8.7% | +2.2% | +12.7% |
| All | +13.0% | +9.7% | +3.3% | +14.8% |
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 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