-73.0%
MDWD vs VOO
+315.3%
-388.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.4% | +3.3% |
| 7D | +6.0% | -0.4% | +6.3% | +6.2% |
| 30D | +0.1% | -1.4% | +1.4% | +1.0% |
| 3M | -3.2% | +3.7% | -6.9% | -5.9% |
| 6M | -20.9% | +13.0% | -33.9% | -27.5% |
| YTD | -25.0% | +12.4% | -37.5% | -31.1% |
| 1Y | -15.0% | +18.6% | -33.6% | -24.8% |
| 3Y | +92.8% | +78.1% | +14.7% | +29.8% |
| 5Y | -47.6% | +82.3% | -129.8% | -65.6% |
| 10Y | -73.0% | +322.5% | -395.5% | -89.9% |
| All | -73.0% | +315.3% | -388.3% | -89.9% |
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