-58.9%
MD vs VOO
+315.3%
-374.2%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +1.0% |
| 7D | +0.9% | -0.4% | +1.2% | +1.2% |
| 30D | +3.9% | -1.4% | +5.2% | +5.2% |
| 3M | +14.5% | +3.7% | +10.8% | +10.3% |
| 6M | +34.8% | +13.0% | +21.7% | +19.4% |
| YTD | +26.6% | +12.4% | +14.2% | +12.6% |
| 1Y | +59.6% | +18.6% | +41.0% | +34.8% |
| 3Y | +112.8% | +78.1% | +34.7% | +20.5% |
| 5Y | -10.1% | +82.3% | -92.3% | -50.4% |
| 10Y | -58.9% | +322.5% | -381.4% | -88.9% |
| All | -58.9% | +315.3% | -374.2% | -88.9% |
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 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