+217.2%
MLR vs VOO
+315.3%
-98.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.1% |
| 7D | -0.5% | -0.4% | -0.1% | -0.2% |
| 30D | +3.0% | -1.4% | +4.3% | +4.1% |
| 3M | +12.5% | +3.7% | +8.8% | +9.2% |
| 6M | +23.3% | +13.0% | +10.3% | +11.7% |
| YTD | +48.4% | +12.4% | +36.0% | +35.0% |
| 1Y | +39.9% | +18.6% | +21.3% | +21.9% |
| 3Y | +46.5% | +78.1% | -31.6% | -4.9% |
| 5Y | +68.1% | +82.3% | -14.1% | +6.0% |
| 10Y | +217.2% | +322.5% | -105.3% | -11.5% |
| All | +217.2% | +315.3% | -98.1% | -11.5% |
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