+174.3%
MFC vs VOO
+81.6%
+92.8%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.6% |
| 7D | -0.8% | -0.4% | -0.4% | -0.5% |
| 30D | -1.9% | -1.4% | -0.6% | -0.7% |
| 3M | +11.4% | +3.7% | +7.7% | +7.7% |
| 6M | +30.8% | +13.0% | +17.8% | +16.6% |
| YTD | +21.7% | +12.4% | +9.2% | +9.1% |
| 1Y | +43.0% | +18.6% | +24.4% | +22.0% |
| 3Y | +158.9% | +78.1% | +80.9% | +55.7% |
| 5Y | +174.3% | +82.3% | +92.1% | +56.9% |
| All | +174.3% | +81.6% | +92.8% | +56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling