+27.4%
MD vs VOO
+777.9%
-750.4%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -2.0% |
| 7D | +4.9% | -2.7% | +7.6% | +7.5% |
| 30D | +21.1% | -5.4% | +26.5% | +27.1% |
| 3M | +18.0% | -4.1% | +22.1% | +22.2% |
| 6M | +40.9% | +0.7% | +40.1% | +38.9% |
| YTD | +46.3% | +8.7% | +37.6% | +34.4% |
| 1Y | +43.4% | +11.0% | +32.4% | +29.2% |
| 3Y | +222.2% | +75.5% | +146.8% | +90.1% |
| 5Y | +9.1% | +68.4% | -59.2% | -33.4% |
| 10Y | -48.2% | +315.7% | -363.9% | -85.2% |
| All | +27.4% | +777.9% | -750.4% | -80.9% |
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 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