-20.7%
MAA vs VOO
+80.3%
-101.1%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.0% |
| 7D | -3.2% | -2.0% | -1.2% | -2.0% |
| 30D | -5.5% | -1.7% | -3.8% | -4.6% |
| 3M | -9.9% | +4.7% | -14.7% | -12.7% |
| 6M | -2.0% | +12.6% | -14.6% | -9.7% |
| YTD | -7.2% | +11.8% | -19.0% | -14.1% |
| 1Y | -7.8% | +17.5% | -25.4% | -17.7% |
| 3Y | +2.7% | +77.0% | -74.3% | -33.4% |
| 5Y | -20.7% | +82.6% | -103.3% | -50.0% |
| All | -20.7% | +80.3% | -101.1% | -50.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling