+2,330.7%
MULL vs VOO
+29.3%
+2,301.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.6% | -8.7% | -6.3% |
| 7D | +3.6% | -2.0% | +5.6% | +14.7% |
| 30D | +22.0% | -1.7% | +23.7% | +33.0% |
| 3M | -8.6% | +4.7% | -13.4% | -21.1% |
| 6M | +248.5% | +12.6% | +236.0% | +139.3% |
| YTD | +516.3% | +11.8% | +504.5% | +351.6% |
| 1Y | +2,036.6% | +17.5% | +2,019.1% | +1,260.6% |
| All | +2,330.7% | +29.3% | +2,301.4% | +1,273.1% |
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