+475.1%
MULL vs VO
+16.3%
+458.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +0.9% | -14.6% | -18.0% |
| 7D | -35.9% | +1.0% | -36.9% | -39.6% |
| 30D | -47.3% | +2.6% | -50.0% | -54.6% |
| 3M | -30.6% | -0.3% | -30.3% | -29.8% |
| 6M | +13.7% | +7.6% | +6.1% | -10.9% |
| YTD | +272.1% | +14.7% | +257.4% | +121.5% |
| 1Y | +475.1% | +16.4% | +458.6% | +232.0% |
| All | +475.1% | +16.3% | +458.8% | +232.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling