+51.2%
MLTX vs VOO
+82.3%
-31.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.1% |
| 7D | -1.3% | +0.5% | -1.8% | -1.6% |
| 30D | -18.2% | -0.9% | -17.2% | -17.6% |
| 3M | -17.0% | +3.9% | -20.9% | -19.2% |
| 6M | -17.7% | +14.5% | -32.2% | -24.8% |
| YTD | +13.4% | +13.0% | +0.4% | +4.7% |
| 1Y | -75.6% | +19.4% | -95.0% | -78.6% |
| 3Y | -70.8% | +78.9% | -149.7% | -79.5% |
| 5Y | +51.2% | +82.3% | -31.1% | +5.5% |
| All | +51.2% | +82.3% | -31.1% | +5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling