+38.4%
MDIV vs VOO
+79.1%
-40.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | +0.4% | +0.5% | -0.2% | +0.2% |
| 30D | +0.6% | -0.9% | +1.5% | +0.9% |
| 3M | +3.4% | +3.9% | -0.5% | +2.0% |
| 6M | +5.4% | +14.5% | -9.1% | +0.4% |
| YTD | +11.8% | +13.0% | -1.1% | +6.9% |
| 1Y | +11.1% | +19.4% | -8.4% | +3.8% |
| 3Y | +38.4% | +78.9% | -40.4% | +5.7% |
| All | +38.4% | +79.1% | -40.7% | +5.7% |
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 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