+20.6%
MMSI vs VOO
+82.8%
-62.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.8% |
| 7D | -3.6% | -0.8% | -2.8% | -3.0% |
| 30D | -5.3% | -1.1% | -4.2% | -4.5% |
| 3M | +29.1% | +3.9% | +25.2% | +24.8% |
| 6M | +23.2% | +13.6% | +9.6% | +10.2% |
| YTD | -2.0% | +12.7% | -14.7% | -11.8% |
| 1Y | -4.3% | +17.6% | -21.8% | -17.1% |
| 3Y | +30.9% | +77.3% | -46.4% | -21.4% |
| All | +20.6% | +82.8% | -62.2% | -28.8% |
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