-63.9%
MLSS vs VOO
+75.5%
-139.4%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.3% |
| 7D | 0.0% | -2.7% | +2.7% | +3.2% |
| 30D | -18.9% | -5.4% | -13.6% | -14.0% |
| 3M | -36.2% | -4.1% | -32.1% | -33.2% |
| 6M | -25.0% | +0.7% | -25.7% | -25.0% |
| YTD | +11.1% | +8.7% | +2.4% | +3.3% |
| 1Y | -23.1% | +11.0% | -34.0% | -30.2% |
| 3Y | -63.9% | +75.5% | -139.3% | -76.6% |
| All | -63.9% | +75.5% | -139.4% | -76.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling