+451.6%
MMS vs VOO
+798.5%
-346.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | -1.7% |
| 7D | -1.4% | +0.1% | -1.4% | -1.6% |
| 30D | +10.5% | -3.3% | +13.8% | +13.3% |
| 3M | +11.6% | -2.4% | +14.0% | +13.4% |
| 6M | +3.3% | +2.6% | +0.7% | +0.2% |
| YTD | -22.7% | +11.3% | -34.0% | -30.2% |
| 1Y | -20.4% | +13.4% | -33.8% | -29.3% |
| 3Y | -8.4% | +80.3% | -88.7% | -46.9% |
| 5Y | -17.1% | +72.7% | -89.8% | -50.5% |
| 10Y | +65.2% | +310.0% | -244.8% | -58.2% |
| All | +451.6% | +798.5% | -346.9% | -36.0% |
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