+267.0%
MVLL vs VOO
+36.3%
+230.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.8% | +7.3% | +3.9% |
| 7D | +10.7% | -0.8% | +11.5% | +15.2% |
| 30D | +10.5% | -1.1% | +11.6% | +16.5% |
| 3M | -45.9% | +3.9% | -49.8% | -51.2% |
| 6M | +291.5% | +13.6% | +277.8% | +167.6% |
| YTD | +308.6% | +12.7% | +295.9% | +189.3% |
| 1Y | +482.1% | +17.6% | +464.6% | +255.7% |
| All | +267.0% | +36.3% | +230.6% | +42.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling