-36.8%
MAC vs VOO
+317.9%
-354.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | -1.1% |
| 7D | +1.9% | +0.1% | +1.9% | +1.8% |
| 30D | +13.7% | -3.3% | +17.0% | +18.3% |
| 3M | +4.4% | -2.4% | +6.8% | +7.3% |
| 6M | +17.3% | +2.6% | +14.7% | +12.4% |
| YTD | +40.2% | +11.3% | +29.0% | +21.0% |
| 1Y | +45.0% | +13.4% | +31.5% | +21.9% |
| 3Y | +181.6% | +80.3% | +101.3% | +33.1% |
| 5Y | +45.8% | +72.7% | -26.9% | -25.5% |
| 10Y | -36.8% | +310.0% | -346.8% | -84.8% |
| All | -36.8% | +317.9% | -354.7% | -84.8% |
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