+22.8%
MDPL vs VOO
+54.9%
-32.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | -1.9% | +0.1% | -2.0% | -2.0% |
| 30D | +5.6% | +0.1% | +5.6% | +5.6% |
| 3M | +15.6% | +2.0% | +13.5% | +14.3% |
| 6M | +13.5% | +13.0% | +0.5% | +5.9% |
| YTD | +13.8% | +13.6% | +0.2% | +5.8% |
| 1Y | +13.1% | +20.1% | -6.9% | +1.8% |
| All | +22.8% | +54.9% | -32.1% | -7.1% |
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