+49.5%
MFA vs VOO
+800.4%
-751.0%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.1% | +5.0% |
| 7D | -6.3% | +2.6% | -8.9% | -8.2% |
| 30D | -11.1% | -2.0% | -9.2% | -9.9% |
| 3M | -33.7% | -2.8% | -30.9% | -32.4% |
| 6M | -33.4% | +2.2% | -35.6% | -34.8% |
| YTD | -29.3% | +11.5% | -40.8% | -35.4% |
| 1Y | -26.1% | +13.5% | -39.6% | -33.5% |
| 3Y | -7.8% | +78.1% | -85.9% | -41.8% |
| 5Y | -34.7% | +73.1% | -107.9% | -57.8% |
| 10Y | -30.1% | +310.7% | -340.8% | -76.7% |
| All | +49.5% | +800.4% | -751.0% | -70.3% |
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