+37.2%
MFEM vs VOO
+72.8%
-35.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | -1.3% | -0.6% | -0.8% | -0.8% |
| 30D | -12.0% | -3.6% | -8.3% | -9.5% |
| 3M | -8.1% | -2.7% | -5.4% | -6.1% |
| 6M | -11.3% | +2.2% | -13.5% | -12.1% |
| YTD | +12.4% | +10.9% | +1.5% | +5.8% |
| 1Y | +12.9% | +11.3% | +1.6% | +6.1% |
| 3Y | +61.2% | +76.9% | -15.7% | +13.3% |
| 5Y | +37.2% | +73.5% | -36.3% | -1.8% |
| All | +37.2% | +72.8% | -35.5% | -1.8% |
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