+56.5%
MMD vs VOO
+603.8%
-547.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.5% |
| 7D | -1.7% | -0.9% | -0.8% | -1.5% |
| 30D | +1.5% | -2.3% | +3.9% | +2.0% |
| 3M | -5.3% | -1.2% | -4.1% | -5.1% |
| 6M | -5.9% | +3.3% | -9.3% | -6.6% |
| YTD | -1.5% | +12.3% | -13.9% | -4.0% |
| 1Y | -2.6% | +12.5% | -15.1% | -5.0% |
| 3Y | +4.9% | +79.2% | -74.2% | -7.5% |
| 5Y | -15.8% | +75.7% | -91.5% | -25.9% |
| 10Y | +25.3% | +313.7% | -288.4% | -4.6% |
| All | +56.5% | +603.8% | -547.3% | +8.8% |
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