+502.2%
MDY vs VOO
+812.0%
-309.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | +1.0% | +0.5% | +0.5% | +0.4% |
| 30D | -3.1% | -0.9% | -2.2% | -2.2% |
| 3M | +1.8% | +3.9% | -2.1% | -2.3% |
| 6M | +10.8% | +14.5% | -3.7% | -4.4% |
| YTD | +14.4% | +13.0% | +1.5% | +0.3% |
| 1Y | +15.2% | +19.4% | -4.2% | -4.9% |
| 3Y | +51.2% | +78.9% | -27.7% | -19.4% |
| 5Y | +47.2% | +82.3% | -35.0% | -23.1% |
| 10Y | +171.1% | +314.2% | -143.1% | -42.0% |
| All | +502.2% | +812.0% | -309.8% | -47.8% |
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