+222.2%
MD vs VOO
+75.5%
+146.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.9% |
| 7D | +4.9% | -2.7% | +7.6% | +7.1% |
| 30D | +21.1% | -5.4% | +26.5% | +26.0% |
| 3M | +18.0% | -4.1% | +22.1% | +21.4% |
| 6M | +40.9% | +0.7% | +40.1% | +39.0% |
| YTD | +46.3% | +8.7% | +37.6% | +35.4% |
| 1Y | +43.4% | +11.0% | +32.4% | +30.4% |
| 3Y | +222.2% | +75.5% | +146.8% | +71.0% |
| All | +222.2% | +75.5% | +146.7% | +71.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling