-66.6%
MLTX vs VOO
+78.8%
-145.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.1% |
| 7D | +7.4% | -0.6% | +7.9% | +8.2% |
| 30D | +16.1% | -3.6% | +19.7% | +20.6% |
| 3M | -27.5% | -2.7% | -24.8% | -25.3% |
| 6M | -26.4% | +2.2% | -28.6% | -27.7% |
| YTD | -4.7% | +10.9% | -15.6% | -13.2% |
| 1Y | +16.1% | +11.3% | +4.8% | +5.4% |
| 3Y | -66.6% | +76.9% | -143.5% | -81.4% |
| All | -66.6% | +78.8% | -145.4% | -81.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling