+80.0%
MFIN vs VOO
+81.6%
-1.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.5% |
| 7D | +1.4% | -0.4% | +1.8% | +1.7% |
| 30D | +13.0% | -1.4% | +14.4% | +14.2% |
| 3M | +27.3% | +3.7% | +23.6% | +23.7% |
| 6M | +32.9% | +13.0% | +19.8% | +21.0% |
| YTD | +22.6% | +12.4% | +10.1% | +12.1% |
| 1Y | +19.2% | +18.6% | +0.6% | +4.7% |
| 3Y | +77.0% | +78.1% | -1.1% | +13.0% |
| 5Y | +80.0% | +82.3% | -2.2% | +12.4% |
| All | +80.0% | +81.6% | -1.5% | +12.4% |
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