+22.4%
MLPI vs VOO
+14.7%
+7.7%
-5.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | -0.1% |
| 7D | +0.6% | +0.1% | +0.5% | +0.7% |
| 30D | +4.5% | +0.1% | +4.4% | +4.5% |
| 3M | +1.2% | +2.0% | -0.8% | +1.8% |
| 6M | +4.1% | +13.0% | -8.9% | +6.5% |
| YTD | +20.1% | +13.6% | +6.6% | +22.4% |
| All | +22.4% | +14.7% | +7.7% | +24.8% |
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 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