+166.7%
MFIN vs VOO
+806.9%
-640.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -3.7% |
| 7D | -10.1% | -0.9% | -9.2% | -9.4% |
| 30D | -21.3% | -2.3% | -19.0% | -19.3% |
| 3M | -14.5% | -1.2% | -13.3% | -13.4% |
| 6M | +0.6% | +3.3% | -2.7% | -2.8% |
| YTD | -5.7% | +12.3% | -18.0% | -16.2% |
| 1Y | -2.1% | +12.5% | -14.6% | -13.1% |
| 3Y | +25.3% | +79.2% | -53.8% | -32.7% |
| 5Y | +37.1% | +75.7% | -38.6% | -25.7% |
| 10Y | +218.6% | +313.7% | -95.1% | -21.9% |
| All | +166.7% | +806.9% | -640.2% | -70.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling