+318.7%
MDT vs VOO
+812.0%
-493.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.4% |
| 7D | +0.4% | +0.5% | -0.2% | 0.0% |
| 30D | +6.0% | -0.9% | +6.9% | +6.8% |
| 3M | +15.5% | +3.9% | +11.6% | +11.7% |
| 6M | +3.4% | +14.5% | -11.1% | -7.8% |
| YTD | -2.2% | +13.0% | -15.1% | -11.9% |
| 1Y | +2.6% | +19.4% | -16.8% | -12.0% |
| 3Y | +27.5% | +78.9% | -51.4% | -23.7% |
| 5Y | -20.1% | +82.3% | -102.3% | -53.6% |
| 10Y | +39.1% | +314.2% | -275.2% | -62.5% |
| All | +318.7% | +812.0% | -493.3% | -45.9% |
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 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