+1,211.6%
MULL vs VOO
+29.0%
+1,182.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.8% | -3.2% |
| 7D | +24.5% | +2.6% | +22.0% | +11.1% |
| 30D | -35.5% | -2.0% | -33.5% | -21.6% |
| 3M | -44.8% | -2.8% | -42.0% | -30.0% |
| 6M | -45.5% | +2.2% | -47.6% | -38.5% |
| YTD | +232.5% | +11.5% | +221.0% | +171.4% |
| 1Y | +343.3% | +13.5% | +329.8% | +249.1% |
| All | +1,211.6% | +29.0% | +1,182.5% | +725.1% |
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 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