+204.2%
MEDP vs VOO
+80.3%
+123.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.2% |
| 7D | -1.7% | -2.0% | +0.3% | +0.6% |
| 30D | -3.7% | -1.7% | -2.0% | -1.9% |
| 3M | +25.2% | +4.7% | +20.5% | +17.7% |
| 6M | +24.9% | +12.6% | +12.4% | +7.6% |
| YTD | +3.8% | +11.8% | -7.9% | -9.8% |
| 1Y | +22.3% | +17.5% | +4.8% | +0.1% |
| 3Y | +115.1% | +77.0% | +38.1% | +5.3% |
| 5Y | +204.2% | +82.6% | +121.6% | +44.6% |
| All | +204.2% | +80.3% | +123.9% | +44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling