-88.6%
MF vs VOO
+51.4%
-140.1%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -0.4% | +8.4% | +8.0% |
| 7D | -40.2% | +0.1% | -40.3% | -40.1% |
| 30D | +24.6% | +0.1% | +24.5% | +24.6% |
| 3M | +274.9% | +2.0% | +272.9% | +269.5% |
| 6M | -74.5% | +13.0% | -87.5% | -74.9% |
| YTD | -76.7% | +13.6% | -90.3% | -76.9% |
| 1Y | -83.3% | +20.1% | -103.3% | -82.4% |
| All | -88.6% | +51.4% | -140.1% | -85.6% |
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