+74.5%
MFM vs VOO
+800.4%
-725.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -1.2% | +2.6% | -3.7% | -1.7% |
| 30D | +5.3% | -2.0% | +7.3% | +5.7% |
| 3M | -4.1% | -2.8% | -1.3% | -3.6% |
| 6M | -3.5% | +2.2% | -5.6% | -3.9% |
| YTD | -1.0% | +11.5% | -12.6% | -3.2% |
| 1Y | +0.2% | +13.5% | -13.3% | -2.3% |
| 3Y | +28.4% | +78.1% | -49.7% | +14.1% |
| 5Y | -9.8% | +73.1% | -82.9% | -19.9% |
| 10Y | +24.3% | +310.7% | -286.4% | -3.0% |
| All | +74.5% | +800.4% | -725.9% | +33.9% |
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