-83.9%
MDAI vs VOO
+80.3%
-164.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.0% |
| 7D | 0.0% | -2.0% | +2.0% | +1.0% |
| 30D | -8.8% | -1.7% | -7.1% | -8.0% |
| 3M | -14.8% | +4.7% | -19.5% | -16.5% |
| 6M | +11.4% | +12.6% | -1.1% | +5.5% |
| YTD | +9.9% | +11.8% | -1.9% | +4.5% |
| 1Y | -17.9% | +17.5% | -35.4% | -23.3% |
| 3Y | -87.2% | +77.0% | -164.2% | -88.8% |
| 5Y | -83.9% | +82.6% | -166.5% | -85.7% |
| All | -83.9% | +80.3% | -164.2% | -85.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling