-70.8%
MLTX vs VOO
+79.1%
-149.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.1% |
| 7D | -1.3% | +0.5% | -1.8% | -1.8% |
| 30D | -18.2% | -0.9% | -17.2% | -17.4% |
| 3M | -17.0% | +3.9% | -20.9% | -20.0% |
| 6M | -17.7% | +14.5% | -32.2% | -27.3% |
| YTD | +13.4% | +13.0% | +0.4% | +1.5% |
| 1Y | -75.6% | +19.4% | -95.0% | -79.6% |
| 3Y | -70.8% | +78.9% | -149.7% | -82.2% |
| All | -70.8% | +79.1% | -149.9% | -82.2% |
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