-48.9%
MD vs VOO
+314.4%
-363.3%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -1.7% |
| 7D | -4.1% | -0.9% | -3.2% | -3.4% |
| 30D | +16.8% | -2.3% | +19.2% | +19.2% |
| 3M | +20.3% | -1.2% | +21.5% | +21.3% |
| 6M | +34.6% | +3.3% | +31.2% | +29.5% |
| YTD | +47.0% | +12.3% | +34.7% | +30.5% |
| 1Y | +39.1% | +12.5% | +26.6% | +23.1% |
| 3Y | +241.5% | +79.2% | +162.3% | +92.2% |
| 5Y | +11.7% | +75.7% | -64.0% | -36.2% |
| 10Y | -48.9% | +313.7% | -362.6% | -85.4% |
| All | -48.9% | +314.4% | -363.3% | -85.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling