-41.1%
MAC vs VOO
+309.6%
-350.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.4% |
| 7D | +0.9% | +2.6% | -1.6% | -2.3% |
| 30D | +13.0% | -2.0% | +15.0% | +15.6% |
| 3M | +2.5% | -2.8% | +5.2% | +5.7% |
| 6M | +15.7% | +2.2% | +13.6% | +11.5% |
| YTD | +39.0% | +11.5% | +27.5% | +19.6% |
| 1Y | +50.0% | +13.5% | +36.5% | +26.1% |
| 3Y | +175.3% | +78.1% | +97.2% | +32.0% |
| 5Y | +47.6% | +73.1% | -25.5% | -24.8% |
| All | -41.1% | +309.6% | -350.7% | -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