-55.7%
MLSS vs VOO
+817.1%
-872.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | -6.0% | +0.1% | -6.1% | -6.0% |
| 30D | 0.0% | +0.1% | -0.1% | 0.0% |
| 3M | +9.3% | +2.0% | +7.3% | +7.8% |
| 6M | +62.1% | +13.0% | +49.0% | +47.1% |
| YTD | +74.1% | +13.6% | +60.5% | +57.2% |
| 1Y | -24.2% | +20.1% | -44.3% | -34.7% |
| 3Y | -56.5% | +77.6% | -134.0% | -72.5% |
| 5Y | -77.0% | +82.4% | -159.4% | -85.5% |
| 10Y | -78.4% | +316.8% | -395.3% | -92.3% |
| All | -55.7% | +817.1% | -872.7% | -90.5% |
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 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