+59.7%
MMD vs VOO
+581.2%
-521.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +0.8% | -2.7% | +3.6% | +1.4% |
| 30D | +5.1% | -5.4% | +10.5% | +6.3% |
| 3M | -2.8% | -4.1% | +1.2% | -2.0% |
| 6M | -3.4% | +0.7% | -4.2% | -3.6% |
| YTD | +0.5% | +8.7% | -8.2% | -1.3% |
| 1Y | -0.3% | +11.0% | -11.3% | -2.5% |
| 3Y | +10.0% | +75.5% | -65.5% | -2.6% |
| 5Y | -14.1% | +68.4% | -82.5% | -23.8% |
| 10Y | +21.8% | +315.7% | -293.9% | -6.8% |
| All | +59.7% | +581.2% | -521.5% | +11.8% |
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