-84.8%
MF vs VOO
+14.7%
-99.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.4% | +1.6% | -22.0% | -22.9% |
| 7D | +42.1% | -0.7% | +42.8% | +42.4% |
| 30D | -42.0% | -1.1% | -40.9% | -42.6% |
| 3M | -12.8% | -0.3% | -12.5% | -17.3% |
| 6M | -46.5% | +7.4% | -53.8% | -60.3% |
| YTD | -83.4% | +13.4% | -96.8% | -92.1% |
| 1Y | -84.8% | +14.8% | -99.6% | -92.8% |
| All | -84.8% | +14.7% | -99.5% | -92.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling