-99.5%
MEDS vs VOO
+26.4%
-126.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.6% | +5.4% | +5.7% |
| 7D | -7.2% | -2.0% | -5.2% | -4.4% |
| 30D | -35.8% | -1.7% | -34.2% | -34.2% |
| 3M | -76.1% | +4.7% | -80.9% | -77.6% |
| 6M | -90.2% | +12.6% | -102.7% | -91.8% |
| YTD | -95.5% | +11.8% | -107.3% | -96.2% |
| 1Y | -98.7% | +17.5% | -116.3% | -99.0% |
| All | -99.5% | +26.4% | -126.0% | -99.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling