+788.1%
VOO vs MLM
+682.9%
+105.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.9% |
| 7D | -2.7% | -4.1% | +1.4% | -1.4% |
| 30D | -5.4% | +8.2% | -13.5% | -7.9% |
| 3M | -4.1% | -3.6% | -0.5% | -3.2% |
| 6M | +0.7% | -15.6% | +16.3% | +5.6% |
| YTD | +8.7% | -16.4% | +25.2% | +13.8% |
| 1Y | +11.0% | -14.3% | +25.3% | +15.2% |
| 3Y | +75.5% | +19.3% | +56.1% | +60.9% |
| 5Y | +68.4% | +29.6% | +38.8% | +48.0% |
| 10Y | +315.7% | +189.9% | +125.8% | +164.5% |
| All | +788.1% | +682.9% | +105.2% | +252.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling