+1,206.5%
MAIN vs VOO
+817.1%
+389.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | +3.3% | +0.1% | +3.2% | +3.2% |
| 3M | +13.2% | +2.0% | +11.2% | +11.0% |
| 6M | +1.9% | +13.0% | -11.1% | -8.8% |
| YTD | +0.3% | +13.6% | -13.3% | -10.6% |
| 1Y | -6.7% | +20.1% | -26.7% | -20.9% |
| 3Y | +80.3% | +77.6% | +2.7% | +6.3% |
| 5Y | +103.7% | +82.4% | +21.3% | +15.6% |
| 10Y | +254.8% | +316.8% | -62.0% | -3.9% |
| All | +1,206.5% | +817.1% | +389.4% | +72.7% |
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 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