+43.1%
MLTX vs VOO
+143.6%
-100.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -14.5% | +0.1% | -14.5% | -14.5% |
| 3M | -19.8% | +2.0% | -21.8% | -20.8% |
| 6M | -17.3% | +13.0% | -30.3% | -23.4% |
| YTD | +13.9% | +13.6% | +0.3% | +5.3% |
| 1Y | -74.9% | +20.1% | -94.9% | -77.8% |
| 3Y | -72.2% | +77.6% | -149.7% | -79.9% |
| 5Y | +51.9% | +82.4% | -30.5% | +7.5% |
| All | +43.1% | +143.6% | -100.5% | -7.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling