+271.8%
MFIN vs VOO
+325.3%
-53.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.6% |
| 7D | -1.4% | -0.8% | -0.6% | -0.6% |
| 30D | +8.9% | -1.1% | +10.0% | +10.2% |
| 3M | +24.4% | +3.9% | +20.5% | +19.0% |
| 6M | +32.2% | +13.6% | +18.6% | +14.5% |
| YTD | +21.9% | +12.7% | +9.2% | +6.6% |
| 1Y | +18.9% | +17.6% | +1.3% | -1.0% |
| 3Y | +82.3% | +77.3% | +5.0% | -7.7% |
| 5Y | +77.0% | +84.1% | -7.1% | -16.3% |
| All | +271.8% | +325.3% | -53.5% | -46.9% |
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 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