+252.5%
MMSI vs VOO
+325.3%
-72.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.9% |
| 7D | -3.6% | -0.8% | -2.8% | -2.9% |
| 30D | -5.3% | -1.1% | -4.2% | -4.4% |
| 3M | +29.1% | +3.9% | +25.2% | +24.1% |
| 6M | +23.2% | +13.6% | +9.6% | +8.1% |
| YTD | -2.0% | +12.7% | -14.7% | -13.4% |
| 1Y | -4.3% | +17.6% | -21.8% | -19.0% |
| 3Y | +30.9% | +77.3% | -46.4% | -27.6% |
| 5Y | +20.4% | +84.1% | -63.7% | -36.4% |
| All | +252.5% | +325.3% | -72.8% | -31.3% |
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