-77.8%
MLSS vs VOO
+82.6%
-160.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | -6.0% | +0.1% | -6.1% | -6.1% |
| 30D | 0.0% | +0.1% | -0.1% | 0.0% |
| 3M | +9.3% | +2.0% | +7.3% | +7.3% |
| 6M | +62.1% | +13.0% | +49.0% | +42.1% |
| YTD | +74.1% | +13.6% | +60.5% | +51.6% |
| 1Y | -24.2% | +20.1% | -44.3% | -38.2% |
| 3Y | -56.5% | +77.6% | -134.0% | -77.3% |
| All | -77.8% | +82.6% | -160.4% | -87.5% |
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 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