+20.1%
MDPL vs VOO
+54.0%
-33.9%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.9% |
| 7D | -2.5% | +0.5% | -3.1% | -2.8% |
| 30D | +1.7% | -0.9% | +2.7% | +2.2% |
| 3M | +13.9% | +3.9% | +10.0% | +11.6% |
| 6M | +11.6% | +14.5% | -3.0% | +3.2% |
| YTD | +11.3% | +13.0% | -1.6% | +3.8% |
| 1Y | +10.5% | +19.4% | -8.9% | -0.3% |
| All | +20.1% | +54.0% | -33.9% | -8.9% |
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 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