+8.6%
MMS vs VOO
+314.0%
-305.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -1.9% |
| 7D | -2.3% | +0.5% | -2.8% | -2.7% |
| 30D | -4.3% | -0.9% | -3.3% | -3.6% |
| 3M | -5.0% | +3.9% | -8.9% | -8.0% |
| 6M | -27.0% | +14.5% | -41.5% | -34.6% |
| YTD | -33.7% | +13.0% | -46.6% | -39.9% |
| 1Y | -35.0% | +19.4% | -54.4% | -43.7% |
| 3Y | -24.8% | +78.9% | -103.6% | -53.6% |
| 5Y | -29.1% | +82.3% | -111.4% | -57.3% |
| 10Y | +8.6% | +314.2% | -305.6% | -67.4% |
| All | +8.6% | +314.0% | -305.4% | -67.4% |
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