-9.6%
MMS vs VOO
+78.5%
-88.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.4% |
| 7D | -0.7% | +2.6% | -3.3% | -1.8% |
| 30D | +12.6% | -2.0% | +14.6% | +13.4% |
| 3M | +16.7% | -2.8% | +19.5% | +18.0% |
| 6M | +10.7% | +2.2% | +8.5% | +9.1% |
| YTD | -23.4% | +11.5% | -35.0% | -28.0% |
| 1Y | -17.6% | +13.5% | -31.1% | -23.2% |
| 3Y | -9.6% | +78.1% | -87.7% | -41.7% |
| All | -9.6% | +78.5% | -88.1% | -41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling