+19.2%
MLTX vs VOO
+139.1%
-120.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.6% |
| 7D | +8.4% | +2.6% | +5.8% | +6.7% |
| 30D | +23.3% | -2.0% | +25.3% | +25.3% |
| 3M | -24.2% | -2.8% | -21.5% | -22.6% |
| 6M | -32.1% | +2.2% | -34.3% | -32.8% |
| YTD | -5.2% | +11.5% | -16.7% | -11.0% |
| 1Y | -0.5% | +13.5% | -14.0% | -7.5% |
| 3Y | -65.9% | +78.1% | -144.0% | -75.3% |
| 5Y | +26.4% | +73.1% | -46.8% | -8.5% |
| All | +19.2% | +139.1% | -120.0% | -21.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling