+199.1%
MLPX vs VOO
+315.3%
-116.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.1% |
| 7D | -0.2% | -0.4% | +0.2% | +0.1% |
| 30D | +3.5% | -1.4% | +4.9% | +4.6% |
| 3M | +5.0% | +3.7% | +1.2% | +1.2% |
| 6M | +8.2% | +13.0% | -4.9% | -3.8% |
| YTD | +29.9% | +12.4% | +17.4% | +15.7% |
| 1Y | +31.6% | +18.6% | +13.0% | +11.5% |
| 3Y | +108.5% | +78.1% | +30.5% | +19.1% |
| 5Y | +187.2% | +82.3% | +104.9% | +57.4% |
| 10Y | +199.1% | +322.5% | -123.4% | -33.5% |
| All | +199.1% | +315.3% | -116.2% | -33.5% |
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