-87.0%
MLSS vs VOO
+75.1%
-162.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.3% | +5.6% | +5.4% |
| 7D | -6.1% | -0.9% | -5.1% | -4.8% |
| 30D | -11.4% | -2.3% | -9.1% | -8.7% |
| 3M | -36.7% | -1.2% | -35.6% | -35.7% |
| 6M | -22.5% | +3.3% | -25.8% | -24.9% |
| YTD | +14.8% | +12.3% | +2.5% | +1.3% |
| 1Y | -16.2% | +12.5% | -28.7% | -26.4% |
| 3Y | -59.2% | +79.2% | -138.4% | -79.2% |
| 5Y | -87.0% | +75.7% | -162.7% | -92.6% |
| All | -87.0% | +75.1% | -162.1% | -92.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling