+246.6%
MAIN vs VOO
+321.7%
-75.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | -3.5% | -2.0% | -1.5% | -1.7% |
| 30D | -5.0% | -1.7% | -3.4% | -3.6% |
| 3M | +10.5% | +4.7% | +5.7% | +5.8% |
| 6M | +2.3% | +12.6% | -10.3% | -8.3% |
| YTD | -2.5% | +11.8% | -14.3% | -12.1% |
| 1Y | -9.8% | +17.5% | -27.3% | -22.3% |
| 3Y | +75.9% | +77.0% | -1.1% | +2.5% |
| 5Y | +100.9% | +82.6% | +18.3% | +11.9% |
| All | +246.6% | +321.7% | -75.1% | -3.6% |
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