+140.5%
MLR vs VOO
+311.2%
-170.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +8.1% | +3.3% | +4.8% | +5.4% |
| 30D | -8.5% | -2.7% | -5.8% | -6.2% |
| 3M | -13.6% | -1.7% | -11.9% | -12.1% |
| 6M | +5.1% | +3.1% | +2.0% | +2.9% |
| YTD | +32.0% | +11.9% | +20.1% | +21.0% |
| 1Y | +29.5% | +12.1% | +17.5% | +18.6% |
| 3Y | +29.7% | +78.6% | -48.8% | -15.4% |
| 5Y | +46.8% | +73.8% | -27.0% | -3.5% |
| All | +140.5% | +311.2% | -170.7% | -34.8% |
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