+279.9%
MAMA vs VOO
+79.1%
+200.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.7% |
| 7D | -0.6% | +0.5% | -1.2% | -1.0% |
| 30D | -13.5% | -0.9% | -12.5% | -12.8% |
| 3M | +2.0% | +3.9% | -1.9% | -1.1% |
| 6M | -6.7% | +14.5% | -21.3% | -16.2% |
| YTD | +14.9% | +13.0% | +1.9% | +4.3% |
| 1Y | +55.9% | +19.4% | +36.5% | +34.9% |
| 3Y | +279.9% | +78.9% | +201.0% | +164.9% |
| All | +279.9% | +79.1% | +200.8% | +164.9% |
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