+76.1%
MFEM vs VOO
+254.0%
-177.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | +0.1% |
| 7D | +3.0% | +2.6% | +0.4% | +0.9% |
| 30D | -9.0% | -2.0% | -7.1% | -7.5% |
| 3M | -9.5% | -2.8% | -6.7% | -7.2% |
| 6M | -11.0% | +2.2% | -13.2% | -12.0% |
| YTD | +12.6% | +11.5% | +1.1% | +4.3% |
| 1Y | +13.3% | +13.5% | -0.2% | +3.5% |
| 3Y | +61.2% | +78.1% | -16.9% | +2.6% |
| 5Y | +35.9% | +73.1% | -37.3% | -12.3% |
| All | +76.1% | +254.0% | -177.8% | -39.5% |
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