+212.4%
MFUS vs VOO
+255.3%
-42.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.2% |
| 7D | +3.4% | +3.3% | +0.1% | +0.6% |
| 30D | +0.9% | -2.7% | +3.5% | +3.2% |
| 3M | -1.3% | -1.7% | +0.5% | +0.1% |
| 6M | +4.8% | +3.1% | +1.7% | +1.9% |
| YTD | +18.0% | +11.9% | +6.1% | +6.9% |
| 1Y | +19.2% | +12.1% | +7.1% | +7.8% |
| 3Y | +80.4% | +78.6% | +1.8% | +8.7% |
| 5Y | +73.1% | +73.8% | -0.7% | +6.0% |
| All | +212.4% | +255.3% | -42.9% | +4.4% |
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