-91.9%
MMA vs VOO
+49.3%
-141.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.5% | -2.6% |
| 7D | +27.8% | +3.3% | +24.6% | +25.0% |
| 30D | +16.8% | -2.7% | +19.5% | +19.4% |
| 3M | -20.0% | -1.7% | -18.3% | -18.9% |
| 6M | -39.1% | +3.1% | -42.2% | -41.0% |
| YTD | -69.6% | +11.9% | -81.6% | -72.7% |
| 1Y | -76.6% | +12.1% | -88.6% | -78.9% |
| All | -91.9% | +49.3% | -141.1% | -94.0% |
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