+24.5%
MFM vs VOO
+77.0%
-52.5%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -1.2% |
| 7D | -2.6% | -0.4% | -2.3% | -2.6% |
| 30D | -3.0% | -1.4% | -1.6% | -2.7% |
| 3M | -1.7% | +3.7% | -5.5% | -2.5% |
| 6M | -2.1% | +13.0% | -15.1% | -4.5% |
| YTD | -0.5% | +12.4% | -12.9% | -2.9% |
| 1Y | +4.6% | +18.6% | -14.0% | +1.0% |
| All | +24.5% | +77.0% | -52.5% | +1.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling