+382.6%
MFC vs VOO
+321.7%
+60.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.9% |
| 7D | -2.5% | -2.0% | -0.5% | -0.4% |
| 30D | +0.1% | -1.7% | +1.7% | +1.9% |
| 3M | +11.7% | +4.7% | +7.0% | +6.2% |
| 6M | +31.1% | +12.6% | +18.5% | +15.2% |
| YTD | +23.2% | +11.8% | +11.4% | +9.2% |
| 1Y | +44.8% | +17.5% | +27.2% | +21.4% |
| 3Y | +162.2% | +77.0% | +85.2% | +42.5% |
| 5Y | +180.4% | +82.6% | +97.8% | +45.1% |
| All | +382.6% | +321.7% | +60.9% | -7.6% |
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 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