-70.4%
MAIA vs VOO
+102.8%
-173.2%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -5.7% | +0.1% | -5.8% | -5.8% |
| 3M | -12.0% | +2.0% | -14.0% | -13.0% |
| 6M | -15.4% | +13.0% | -28.4% | -21.4% |
| YTD | -13.7% | +13.6% | -27.3% | -20.2% |
| 1Y | -11.4% | +20.1% | -31.5% | -19.8% |
| 3Y | -28.6% | +77.6% | -106.2% | -44.4% |
| All | -70.4% | +102.8% | -173.2% | -76.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling