+32.2%
MPL vs VOO
+9.1%
+23.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.8% | +4.6% | +4.0% |
| 7D | +19.4% | +1.7% | +17.7% | +16.3% |
| 30D | +75.0% | +10.3% | +64.7% | +52.1% |
| 3M | +266.6% | +7.1% | +259.5% | +259.4% |
| 6M | +216.1% | +7.5% | +208.7% | +198.3% |
| YTD | +319.5% | +6.4% | +313.1% | +312.2% |
| All | +32.2% | +9.1% | +23.1% | +19.2% |
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 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