+79.9%
MDWD vs VOO
+75.5%
+4.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.3% | +6.6% | +6.6% |
| 7D | +7.1% | -2.7% | +9.9% | +9.9% |
| 30D | +10.9% | -5.4% | +16.3% | +16.4% |
| 3M | -0.2% | -4.1% | +3.8% | +3.5% |
| 6M | -18.0% | +0.7% | -18.7% | -18.6% |
| YTD | -22.8% | +8.7% | -31.5% | -28.5% |
| 1Y | -21.0% | +11.0% | -31.9% | -28.0% |
| 3Y | +79.9% | +75.5% | +4.5% | +41.0% |
| All | +79.9% | +75.5% | +4.4% | +41.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling