-65.5%
MDWD vs VOO
+306.9%
-372.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.5% |
| 7D | +5.4% | -0.6% | +6.0% | +5.9% |
| 30D | +12.5% | -3.6% | +16.2% | +15.7% |
| 3M | +2.0% | -2.7% | +4.8% | +4.1% |
| 6M | -14.8% | +2.2% | -17.1% | -16.3% |
| YTD | -23.6% | +10.9% | -34.5% | -29.0% |
| 1Y | -21.5% | +11.3% | -32.9% | -27.3% |
| 3Y | +83.2% | +76.9% | +6.3% | +24.2% |
| 5Y | -38.0% | +73.5% | -111.5% | -57.9% |
| 10Y | -65.5% | +307.7% | -373.2% | -84.9% |
| All | -65.5% | +306.9% | -372.4% | -84.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling