-82.3%
MF vs VOO
+19.5%
-101.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.1% | -0.6% | +14.6% | +15.6% |
| 7D | -16.7% | +0.5% | -17.3% | -19.3% |
| 30D | +35.6% | -0.9% | +36.5% | +37.2% |
| 3M | +318.9% | +3.9% | +315.0% | +271.0% |
| 6M | -69.4% | +14.5% | -84.0% | -82.9% |
| YTD | -73.4% | +13.0% | -86.4% | -85.1% |
| 1Y | -82.3% | +19.4% | -101.8% | -92.0% |
| All | -82.3% | +19.5% | -101.8% | -92.0% |
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 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