-27.9%
MMS vs VOO
+82.6%
-110.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.1% |
| 7D | -3.5% | +0.1% | -3.6% | -3.6% |
| 30D | -8.2% | +0.1% | -8.2% | -8.2% |
| 3M | -4.2% | +2.0% | -6.2% | -5.6% |
| 6M | -25.1% | +13.0% | -38.2% | -31.3% |
| YTD | -32.1% | +13.6% | -45.7% | -37.8% |
| 1Y | -33.6% | +20.1% | -53.6% | -41.5% |
| 3Y | -25.0% | +77.6% | -102.6% | -51.1% |
| All | -27.9% | +82.6% | -110.4% | -54.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling