+75.9%
MAIN vs VOO
+77.0%
-1.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | -2.2% | -0.4% | -1.9% | -1.9% |
| 30D | -3.3% | -1.4% | -1.9% | -2.3% |
| 3M | +11.9% | +3.7% | +8.2% | +8.9% |
| 6M | +3.2% | +13.0% | -9.8% | -6.0% |
| YTD | -1.6% | +12.4% | -14.1% | -10.0% |
| 1Y | -7.9% | +18.6% | -26.5% | -19.0% |
| All | +75.9% | +77.0% | -1.1% | +16.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling