+70.0%
MCFT vs VOO
+335.0%
-265.0%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.8% | -5.4% | -5.6% |
| 7D | -18.7% | -0.8% | -17.9% | -17.9% |
| 30D | -20.6% | -1.1% | -19.6% | -19.6% |
| 3M | -13.4% | +3.9% | -17.3% | -17.6% |
| 6M | -1.8% | +13.6% | -15.4% | -16.4% |
| YTD | +3.9% | +12.7% | -8.8% | -10.6% |
| 1Y | -15.3% | +17.6% | -32.9% | -31.0% |
| 3Y | -5.1% | +77.3% | -82.4% | -53.6% |
| 5Y | -22.9% | +84.1% | -107.0% | -64.1% |
| 10Y | +68.3% | +323.5% | -255.3% | -66.7% |
| All | +70.0% | +335.0% | -265.0% | -67.2% |
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 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