+2,315.0%
MCO vs VOO
+807.8%
+1,507.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.8% |
| 7D | -3.1% | -0.4% | -2.8% | -2.7% |
| 30D | -0.5% | -1.4% | +0.8% | +1.2% |
| 3M | +5.7% | +3.7% | +2.0% | +0.8% |
| 6M | +3.0% | +13.0% | -10.0% | -11.9% |
| YTD | -6.5% | +12.4% | -18.9% | -19.5% |
| 1Y | -5.8% | +18.6% | -24.4% | -24.3% |
| 3Y | +43.1% | +78.1% | -34.9% | -30.9% |
| 5Y | +29.5% | +82.3% | -52.8% | -39.1% |
| 10Y | +388.8% | +322.5% | +66.3% | -23.6% |
| All | +2,315.0% | +807.8% | +1,507.1% | +22.9% |
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 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