-50.3%
MD vs VOO
+309.6%
-359.9%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | 0.0% | +2.6% | -2.5% | -2.3% |
| 30D | +15.7% | -2.0% | +17.7% | +17.6% |
| 3M | +18.7% | -2.8% | +21.5% | +21.4% |
| 6M | +30.5% | +2.2% | +28.4% | +26.9% |
| YTD | +46.3% | +11.5% | +34.8% | +30.7% |
| 1Y | +38.3% | +13.5% | +24.8% | +21.4% |
| 3Y | +242.1% | +78.1% | +164.0% | +93.6% |
| 5Y | +10.5% | +73.1% | -62.7% | -36.1% |
| All | -50.3% | +309.6% | -359.9% | -85.6% |
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 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