+433.4%
MLR vs VOO
+777.9%
-344.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +2.5% |
| 7D | -8.9% | -2.7% | -6.2% | -6.2% |
| 30D | -12.7% | -5.4% | -7.3% | -7.9% |
| 3M | -14.5% | -4.1% | -10.5% | -11.0% |
| 6M | -4.4% | +0.7% | -5.2% | -4.8% |
| YTD | +25.6% | +8.7% | +16.8% | +16.6% |
| 1Y | +22.3% | +11.0% | +11.3% | +11.5% |
| 3Y | +31.2% | +75.5% | -44.2% | -19.1% |
| 5Y | +37.8% | +68.4% | -30.5% | -13.4% |
| 10Y | +166.2% | +315.7% | -149.4% | -34.8% |
| All | +433.4% | +777.9% | -344.5% | -58.6% |
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