+3,613.9%
MA vs VOO
+777.9%
+2,836.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.8% |
| 7D | +2.3% | -2.7% | +5.0% | +5.4% |
| 30D | +14.7% | -5.4% | +20.0% | +21.7% |
| 3M | +13.5% | -4.1% | +17.6% | +18.4% |
| 6M | +33.1% | +0.7% | +32.4% | +30.6% |
| YTD | +15.1% | +8.7% | +6.3% | +3.1% |
| 1Y | +18.7% | +11.0% | +7.8% | +3.8% |
| 3Y | +72.1% | +75.5% | -3.4% | -14.0% |
| 5Y | +92.8% | +68.4% | +24.4% | +1.3% |
| 10Y | +571.6% | +315.7% | +256.0% | +21.8% |
| All | +3,613.9% | +777.9% | +2,836.0% | +196.2% |
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