+3,631.6%
MA vs VOO
+798.5%
+2,833.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.9% | -2.1% |
| 7D | -0.3% | +0.1% | -0.4% | -0.6% |
| 30D | +11.3% | -3.3% | +14.6% | +15.3% |
| 3M | +16.7% | -2.4% | +19.1% | +19.4% |
| 6M | +32.8% | +2.6% | +30.2% | +27.7% |
| YTD | +15.6% | +11.3% | +4.3% | +0.9% |
| 1Y | +19.6% | +13.4% | +6.1% | +1.9% |
| 3Y | +72.1% | +80.3% | -8.2% | -16.6% |
| 5Y | +96.0% | +72.7% | +23.3% | +0.1% |
| 10Y | +554.8% | +310.0% | +244.7% | +20.8% |
| All | +3,631.6% | +798.5% | +2,833.1% | +189.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling