+18.9%
MDPL vs VOO
+53.7%
-34.8%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.2% |
| 7D | -3.2% | -0.8% | -2.4% | -2.8% |
| 30D | -1.8% | -1.1% | -0.7% | -1.3% |
| 3M | +12.9% | +3.9% | +9.0% | +10.6% |
| 6M | +14.5% | +13.6% | +0.8% | +6.4% |
| YTD | +10.1% | +12.7% | -2.6% | +2.9% |
| 1Y | +8.7% | +17.6% | -8.9% | -1.0% |
| All | +18.9% | +53.7% | -34.8% | -9.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling