+177.3%
MFC vs VOO
+75.1%
+102.2%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.7% | -0.6% |
| 7D | -3.3% | -0.9% | -2.4% | -2.5% |
| 30D | +3.8% | -2.3% | +6.1% | +6.0% |
| 3M | +2.4% | -1.2% | +3.5% | +3.4% |
| 6M | +13.3% | +3.3% | +9.9% | +9.6% |
| YTD | +26.0% | +12.3% | +13.7% | +13.0% |
| 1Y | +36.3% | +12.5% | +23.8% | +22.0% |
| 3Y | +164.3% | +79.2% | +85.2% | +58.2% |
| 5Y | +177.3% | +75.7% | +101.7% | +63.4% |
| All | +177.3% | +75.1% | +102.2% | +63.4% |
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