+228.1%
MLPX vs VOO
+469.7%
-241.5%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | +4.6% | +0.1% | +4.6% | +4.5% |
| 3M | +2.8% | +2.0% | +0.8% | +0.4% |
| 6M | +6.3% | +13.0% | -6.7% | -6.2% |
| YTD | +29.0% | +13.6% | +15.4% | +13.1% |
| 1Y | +30.0% | +20.1% | +9.9% | +7.8% |
| 3Y | +102.8% | +77.6% | +25.3% | +12.8% |
| 5Y | +180.4% | +82.4% | +98.0% | +48.7% |
| 10Y | +208.2% | +316.8% | -108.6% | -35.0% |
| All | +228.1% | +469.7% | -241.5% | -46.5% |
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 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