+307.7%
VOO vs MLM
+149.0%
+158.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -0.6% | -2.9% | +2.3% | +0.4% |
| 30D | -3.6% | +10.4% | -14.1% | -7.0% |
| 3M | -2.7% | -3.7% | +1.0% | -1.7% |
| 6M | +2.2% | -10.3% | +12.5% | +5.2% |
| YTD | +10.9% | -14.8% | +25.7% | +15.5% |
| 1Y | +11.3% | -13.9% | +25.2% | +15.5% |
| 3Y | +76.9% | +18.4% | +58.5% | +61.7% |
| 5Y | +73.5% | +31.8% | +41.7% | +50.0% |
| 10Y | +307.7% | +143.4% | +164.3% | +168.8% |
| All | +307.7% | +149.0% | +158.7% | +168.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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