+2,253.1%
MEDP vs VOO
+309.4%
+1,943.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | 0.0% |
| 7D | +0.1% | +2.6% | -2.4% | -2.9% |
| 30D | +6.1% | -2.0% | +8.0% | +8.6% |
| 3M | +12.4% | -2.8% | +15.1% | +16.0% |
| 6M | +54.3% | +2.2% | +52.2% | +48.9% |
| YTD | +16.4% | +11.5% | +4.9% | +1.2% |
| 1Y | +10.6% | +13.5% | -2.9% | -6.0% |
| 3Y | +137.0% | +78.1% | +59.0% | +15.6% |
| 5Y | +194.7% | +73.1% | +121.6% | +50.6% |
| 10Y | +1,803.8% | +310.7% | +1,493.0% | +265.9% |
| All | +2,253.1% | +309.4% | +1,943.7% | +360.6% |
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