+322.3%
MDU vs VOO
+817.1%
-494.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | -2.2% | +0.1% | -2.3% | -2.4% |
| 3M | -6.9% | +2.0% | -8.9% | -8.8% |
| 6M | -4.9% | +13.0% | -17.9% | -15.0% |
| YTD | +1.6% | +13.6% | -12.0% | -9.7% |
| 1Y | +24.1% | +20.1% | +4.0% | +4.8% |
| 3Y | +86.8% | +77.6% | +9.3% | +10.0% |
| 5Y | +84.6% | +82.4% | +2.2% | +4.3% |
| 10Y | +188.8% | +316.8% | -128.0% | -26.7% |
| All | +322.3% | +817.1% | -494.8% | -47.6% |
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