+459.8%
MLR vs VOO
+798.5%
-338.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.3% | +2.6% | +2.9% |
| 7D | -6.1% | +0.1% | -6.2% | -5.7% |
| 30D | -7.3% | -3.3% | -4.0% | -4.1% |
| 3M | -10.5% | -2.4% | -8.1% | -8.2% |
| 6M | +2.0% | +2.6% | -0.6% | 0.0% |
| YTD | +31.8% | +11.3% | +20.5% | +19.9% |
| 1Y | +25.8% | +13.4% | +12.3% | +12.5% |
| 3Y | +30.2% | +80.3% | -50.1% | -21.5% |
| 5Y | +48.2% | +72.7% | -24.5% | -8.9% |
| 10Y | +161.9% | +310.0% | -148.1% | -34.5% |
| All | +459.8% | +798.5% | -338.6% | -57.4% |
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