+19.8%
MA vs VOO
+12.1%
+7.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | +1.3% | +2.6% | -1.3% | +0.5% |
| 30D | +9.6% | -2.0% | +11.6% | +10.2% |
| 3M | +16.8% | -2.8% | +19.5% | +17.7% |
| 6M | +35.2% | +2.2% | +33.0% | +33.6% |
| YTD | +16.6% | +11.5% | +5.0% | +9.3% |
| 1Y | +19.8% | +13.5% | +6.3% | +11.0% |
| All | +19.8% | +12.1% | +7.7% | +11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling