+175.4%
MFIN vs VOO
+800.4%
-625.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.0% |
| 7D | -3.7% | +2.6% | -6.2% | -6.2% |
| 30D | -12.7% | -2.0% | -10.8% | -10.9% |
| 3M | -14.8% | -2.8% | -12.0% | -12.3% |
| 6M | +4.0% | +2.2% | +1.8% | +1.6% |
| YTD | -2.6% | +11.5% | -14.1% | -12.9% |
| 1Y | +0.9% | +13.5% | -12.6% | -11.3% |
| 3Y | +25.1% | +78.1% | -53.0% | -32.4% |
| 5Y | +43.6% | +73.1% | -29.5% | -21.0% |
| 10Y | +229.0% | +310.7% | -81.7% | -18.8% |
| All | +175.4% | +800.4% | -625.1% | -68.9% |
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 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