+21.6%
MFIN vs VOO
+17.3%
+4.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.7% |
| 7D | +1.0% | -2.0% | +3.0% | +2.8% |
| 30D | +11.3% | -1.7% | +13.0% | +13.0% |
| 3M | +24.0% | +4.7% | +19.3% | +18.9% |
| 6M | +31.7% | +12.6% | +19.2% | +16.9% |
| YTD | +22.8% | +11.8% | +11.0% | +9.8% |
| 1Y | +21.6% | +17.5% | +4.1% | -0.8% |
| All | +21.6% | +17.3% | +4.3% | -0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling