+209.1%
MFUS vs VOO
+254.7%
-45.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.3% |
| 7D | -1.3% | -2.0% | +0.7% | +0.4% |
| 30D | -1.6% | -1.7% | +0.1% | -0.2% |
| 3M | +2.5% | +4.7% | -2.2% | -1.5% |
| 6M | +11.4% | +12.6% | -1.1% | +0.6% |
| YTD | +16.8% | +11.8% | +5.0% | +6.0% |
| 1Y | +19.7% | +17.5% | +2.2% | +4.0% |
| 3Y | +74.5% | +77.0% | -2.5% | +6.0% |
| 5Y | +83.8% | +82.6% | +1.3% | +7.8% |
| All | +209.1% | +254.7% | -45.6% | +3.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling