+34.5%
MMI vs VOO
+325.3%
-290.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.2% |
| 7D | -1.9% | -0.8% | -1.2% | -1.1% |
| 30D | +0.4% | -1.1% | +1.5% | +1.6% |
| 3M | +3.1% | +3.9% | -0.8% | -1.3% |
| 6M | +21.0% | +13.6% | +7.4% | +5.0% |
| YTD | +15.7% | +12.7% | +3.0% | +1.2% |
| 1Y | -4.1% | +17.6% | -21.7% | -19.9% |
| 3Y | +1.5% | +77.3% | -75.8% | -45.7% |
| 5Y | -13.4% | +84.1% | -97.6% | -55.4% |
| All | +34.5% | +325.3% | -290.8% | -72.7% |
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