-2.3%
MFA vs VOO
+325.3%
-327.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.7% |
| 7D | -4.4% | -0.8% | -3.6% | -3.7% |
| 30D | -6.4% | -1.1% | -5.4% | -5.6% |
| 3M | -4.4% | +3.9% | -8.3% | -7.6% |
| 6M | -9.4% | +13.6% | -23.1% | -19.0% |
| YTD | -0.9% | +12.7% | -13.6% | -10.8% |
| 1Y | -2.3% | +17.6% | -19.9% | -15.5% |
| 3Y | +19.6% | +77.3% | -57.7% | -27.6% |
| 5Y | -7.7% | +84.1% | -91.9% | -46.0% |
| All | -2.3% | +325.3% | -327.6% | -58.1% |
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