-88.1%
MF vs VOO
+49.9%
-138.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.5% | -7.8% | -8.3% |
| 7D | -10.9% | -0.4% | -10.5% | -10.9% |
| 30D | +19.7% | -1.4% | +21.1% | +19.7% |
| 3M | +293.5% | +3.7% | +289.8% | +292.0% |
| 6M | -73.3% | +13.0% | -86.4% | -73.5% |
| YTD | -75.6% | +12.4% | -88.0% | -75.8% |
| 1Y | -83.9% | +18.6% | -102.5% | -83.2% |
| All | -88.1% | +49.9% | -138.0% | -85.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling