-70.2%
MAIA vs VOO
+100.7%
-170.9%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.8% |
| 7D | -2.9% | -0.4% | -2.6% | -2.7% |
| 30D | -5.7% | -1.4% | -4.3% | -4.8% |
| 3M | +2.3% | +3.7% | -1.4% | 0.0% |
| 6M | -10.7% | +13.0% | -23.8% | -16.9% |
| YTD | -13.1% | +12.4% | -25.5% | -19.1% |
| 1Y | -16.4% | +18.6% | -34.9% | -23.7% |
| 3Y | -23.6% | +78.1% | -101.6% | -40.2% |
| All | -70.2% | +100.7% | -170.9% | -75.7% |
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