+208.7%
MCN vs VOO
+810.0%
-601.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.6% |
| 7D | -1.9% | -0.8% | -1.2% | -1.4% |
| 30D | -0.2% | -1.1% | +0.9% | +0.5% |
| 3M | +0.5% | +3.9% | -3.4% | -2.3% |
| 6M | +0.2% | +13.6% | -13.5% | -8.8% |
| YTD | +1.3% | +12.7% | -11.4% | -7.3% |
| 1Y | +0.9% | +17.6% | -16.7% | -10.5% |
| 3Y | +8.9% | +77.3% | -68.4% | -29.1% |
| 5Y | +14.7% | +84.1% | -69.4% | -28.2% |
| 10Y | +105.0% | +323.5% | -218.6% | -32.1% |
| All | +208.7% | +810.0% | -601.3% | -41.6% |
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