-51.4%
MAC vs VOO
+314.0%
-365.4%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.0% | +2.2% |
| 7D | +0.3% | +0.5% | -0.3% | -0.5% |
| 30D | -3.4% | -0.9% | -2.4% | -2.3% |
| 3M | +1.5% | +3.9% | -2.4% | -3.8% |
| 6M | +27.4% | +14.5% | +12.9% | +6.4% |
| YTD | +29.8% | +13.0% | +16.8% | +10.3% |
| 1Y | +31.8% | +19.4% | +12.4% | +4.0% |
| 3Y | +124.3% | +78.9% | +45.4% | +7.8% |
| 5Y | +69.8% | +82.3% | -12.4% | -18.1% |
| 10Y | -51.4% | +314.2% | -365.6% | -89.2% |
| All | -51.4% | +314.0% | -365.4% | -89.2% |
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 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