-87.0%
MKTW vs VOO
+146.9%
-234.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.3% | +1.3% |
| 7D | -1.3% | -0.8% | -0.6% | -0.5% |
| 30D | -5.2% | -1.1% | -4.1% | -4.2% |
| 3M | +10.6% | +3.9% | +6.7% | +6.3% |
| 6M | +33.7% | +13.6% | +20.1% | +16.6% |
| YTD | +32.7% | +12.7% | +20.0% | +16.9% |
| 1Y | +12.1% | +17.6% | -5.4% | -6.2% |
| 3Y | -30.0% | +77.3% | -107.4% | -62.5% |
| 5Y | -85.1% | +84.1% | -169.2% | -92.4% |
| All | -87.0% | +146.9% | -234.0% | -93.7% |
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 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