+10.1%
MD vs VOO
+817.1%
-807.0%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.9% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +4.0% | +0.1% | +3.9% | +3.9% |
| 3M | +20.8% | +2.0% | +18.8% | +18.2% |
| 6M | +36.0% | +13.0% | +22.9% | +21.0% |
| YTD | +26.4% | +13.6% | +12.8% | +11.9% |
| 1Y | +58.9% | +20.1% | +38.8% | +33.6% |
| 3Y | +93.5% | +77.6% | +15.9% | +13.0% |
| 5Y | -12.7% | +82.4% | -95.2% | -50.4% |
| 10Y | -59.4% | +316.8% | -376.2% | -88.5% |
| All | +10.1% | +817.1% | -807.0% | -84.1% |
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