-40.6%
MAC vs VOO
+311.2%
-351.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | 0.0% |
| 7D | +1.0% | +3.3% | -2.2% | -3.0% |
| 30D | +12.2% | -2.7% | +14.9% | +15.8% |
| 3M | +3.3% | -1.7% | +5.1% | +5.2% |
| 6M | +15.3% | +3.1% | +12.2% | +9.8% |
| YTD | +40.2% | +11.9% | +28.2% | +20.0% |
| 1Y | +48.9% | +12.1% | +36.8% | +27.3% |
| 3Y | +171.1% | +78.6% | +92.5% | +29.6% |
| 5Y | +48.8% | +73.8% | -25.0% | -24.5% |
| All | -40.6% | +311.2% | -351.8% | -86.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling