+325.9%
MDU vs VOO
+800.4%
-474.5%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +5.2% | +2.6% | +2.6% | +2.9% |
| 30D | +5.7% | -2.0% | +7.6% | +7.5% |
| 3M | -2.7% | -2.8% | 0.0% | -0.4% |
| 6M | -12.2% | +2.2% | -14.3% | -14.2% |
| YTD | +2.5% | +11.5% | -9.1% | -7.5% |
| 1Y | -2.3% | +13.5% | -15.8% | -13.2% |
| 3Y | +112.1% | +78.1% | +34.0% | +24.5% |
| 5Y | +105.9% | +73.1% | +32.7% | +22.1% |
| 10Y | +158.3% | +310.7% | -152.4% | -33.7% |
| All | +325.9% | +800.4% | -474.5% | -46.4% |
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