-91.6%
MMA vs VOO
+49.8%
-141.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.2% | -2.9% |
| 7D | +17.8% | -0.9% | +18.8% | +18.9% |
| 30D | +16.3% | -2.3% | +18.6% | +18.5% |
| 3M | -14.2% | -1.2% | -13.0% | -13.5% |
| 6M | -35.8% | +3.3% | -39.1% | -37.9% |
| YTD | -68.8% | +12.3% | -81.1% | -71.9% |
| 1Y | -75.2% | +12.5% | -87.7% | -77.7% |
| All | -91.6% | +49.8% | -141.4% | -93.8% |
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