+73.1%
MFUS vs VOO
+72.8%
+0.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -0.2% | -0.6% | +0.4% | +0.2% |
| 30D | 0.0% | -3.6% | +3.6% | +3.0% |
| 3M | -1.4% | -2.7% | +1.4% | +0.8% |
| 6M | +4.2% | +2.2% | +2.0% | +2.2% |
| YTD | +17.1% | +10.9% | +6.2% | +7.5% |
| 1Y | +19.1% | +11.3% | +7.8% | +9.0% |
| 3Y | +79.0% | +76.9% | +2.1% | +12.4% |
| 5Y | +73.1% | +73.5% | -0.5% | +9.6% |
| All | +73.1% | +72.8% | +0.3% | +9.6% |
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