+22.2%
MFSV vs VOO
+24.0%
-1.8%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.0% |
| 7D | -0.6% | -2.7% | +2.1% | +1.0% |
| 30D | +4.2% | -5.4% | +9.6% | +7.7% |
| 3M | -0.3% | -4.1% | +3.7% | +2.1% |
| 6M | +7.6% | +0.7% | +6.8% | +6.7% |
| YTD | +12.7% | +8.7% | +4.0% | +6.4% |
| 1Y | +17.4% | +11.0% | +6.4% | +9.3% |
| All | +22.2% | +24.0% | -1.8% | +2.7% |
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