+493.5%
MC vs VOO
+406.7%
+86.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.5% | -4.4% |
| 7D | -3.2% | -0.4% | -2.8% | -2.7% |
| 30D | +2.7% | -1.4% | +4.0% | +4.5% |
| 3M | -6.7% | +3.7% | -10.4% | -10.3% |
| 6M | +22.3% | +13.0% | +9.3% | +6.5% |
| YTD | -2.0% | +12.4% | -14.4% | -14.0% |
| 1Y | -5.7% | +18.6% | -24.3% | -22.1% |
| 3Y | +58.1% | +78.1% | -20.0% | -15.2% |
| 5Y | +37.2% | +82.3% | -45.1% | -27.0% |
| 10Y | +422.0% | +322.5% | +99.5% | +11.8% |
| All | +493.5% | +406.7% | +86.8% | +8.0% |
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