+19.7%
MMD vs VOO
+315.3%
-295.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.7% |
| 7D | -1.2% | -0.4% | -0.8% | -1.1% |
| 30D | -1.9% | -1.4% | -0.5% | -1.6% |
| 3M | -2.8% | +3.7% | -6.6% | -3.7% |
| 6M | -1.3% | +13.0% | -14.3% | -4.2% |
| YTD | +1.8% | +12.4% | -10.7% | -1.2% |
| 1Y | +1.1% | +18.6% | -17.5% | -3.0% |
| 3Y | +1.5% | +78.1% | -76.5% | -12.4% |
| 5Y | -16.6% | +82.3% | -98.9% | -28.9% |
| 10Y | +19.7% | +322.5% | -302.9% | -16.7% |
| All | +19.7% | +315.3% | -295.6% | -16.7% |
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