+236.5%
MVLL vs VOO
+36.6%
+199.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +4.3% |
| 7D | +13.9% | +0.5% | +13.4% | +10.2% |
| 30D | -0.8% | -0.9% | +0.1% | +3.6% |
| 3M | -54.2% | +3.9% | -58.1% | -58.0% |
| 6M | +266.2% | +14.5% | +251.6% | +141.4% |
| YTD | +274.7% | +13.0% | +261.8% | +162.0% |
| 1Y | +442.5% | +19.4% | +423.1% | +207.6% |
| All | +236.5% | +36.6% | +199.9% | +28.9% |
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