+287.7%
MAKO vs VOO
+82.8%
+204.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.1% |
| 7D | -1.0% | -0.8% | -0.2% | -0.4% |
| 30D | +0.9% | -1.1% | +2.0% | +1.7% |
| 3M | +37.3% | +3.9% | +33.4% | +34.1% |
| 6M | +34.8% | +13.6% | +21.1% | +25.2% |
| YTD | +73.8% | +12.7% | +61.1% | +62.4% |
| 1Y | +113.6% | +17.6% | +96.0% | +95.2% |
| 3Y | +1,020.0% | +77.3% | +942.7% | +705.0% |
| All | +287.7% | +82.8% | +204.9% | +166.2% |
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 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