+226.7%
MCS vs VOO
+775.2%
-548.6%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.4% | +0.3% | +0.7% |
| 7D | -4.2% | -4.7% | +0.5% | +1.1% |
| 30D | +1.7% | -5.9% | +7.6% | +8.8% |
| 3M | -12.4% | -4.5% | -7.9% | -7.9% |
| 6M | +49.4% | +1.9% | +47.5% | +45.6% |
| YTD | +75.6% | +8.4% | +67.2% | +59.5% |
| 1Y | +77.7% | +9.5% | +68.2% | +59.5% |
| 3Y | +82.5% | +75.3% | +7.2% | -5.8% |
| 5Y | +37.4% | +67.9% | -30.4% | -27.1% |
| 10Y | +20.0% | +314.4% | -294.4% | -79.4% |
| All | +226.7% | +775.2% | -548.6% | -85.5% |
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