-88.6%
MDWD vs VOO
+406.3%
-494.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.3% | -3.0% |
| 7D | -2.7% | -0.9% | -1.8% | -2.0% |
| 30D | +10.0% | -2.3% | +12.4% | +12.2% |
| 3M | -0.8% | -1.2% | +0.4% | +0.2% |
| 6M | -16.0% | +3.3% | -19.4% | -18.2% |
| YTD | -25.1% | +12.3% | -37.5% | -31.5% |
| 1Y | -25.4% | +12.5% | -37.9% | -31.8% |
| 3Y | +79.5% | +79.2% | +0.3% | +16.5% |
| 5Y | -38.1% | +75.7% | -113.8% | -59.7% |
| 10Y | -66.0% | +313.7% | -379.6% | -89.3% |
| All | -88.6% | +406.3% | -494.8% | -97.6% |
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