+25.6%
MLTX vs VOO
+139.7%
-114.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.5% |
| 7D | -13.2% | -2.0% | -11.3% | -12.1% |
| 30D | -20.6% | -1.7% | -18.9% | -19.6% |
| 3M | -24.6% | +4.7% | -29.4% | -26.9% |
| 6M | -28.1% | +12.6% | -40.7% | -33.2% |
| YTD | 0.0% | +11.8% | -11.8% | -6.5% |
| 1Y | -75.7% | +17.5% | -93.2% | -78.3% |
| 3Y | -74.2% | +77.0% | -151.2% | -81.3% |
| 5Y | +33.4% | +82.6% | -49.2% | -5.0% |
| All | +25.6% | +139.7% | -114.0% | -17.9% |
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