+2,026.3%
MEDP vs VOO
+314.6%
+1,711.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.6% |
| 7D | +1.3% | +0.5% | +0.8% | +0.7% |
| 30D | 0.0% | -0.9% | +1.0% | +1.1% |
| 3M | +29.0% | +3.9% | +25.2% | +22.3% |
| 6M | +25.6% | +14.5% | +11.0% | +5.8% |
| YTD | +5.2% | +13.0% | -7.7% | -9.8% |
| 1Y | +20.1% | +19.4% | +0.7% | -3.8% |
| 3Y | +118.0% | +78.9% | +39.1% | +6.2% |
| 5Y | +207.7% | +82.3% | +125.4% | +48.0% |
| 10Y | +1,866.4% | +314.2% | +1,552.1% | +279.0% |
| All | +2,026.3% | +314.6% | +1,711.6% | +310.5% |
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