+266.1%
MMTM vs VOO
+306.9%
-40.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | -1.4% | -0.6% | -0.8% | -0.8% |
| 30D | -6.9% | -3.6% | -3.3% | -3.4% |
| 3M | -5.7% | -2.7% | -2.9% | -3.0% |
| 6M | -7.6% | +2.2% | -9.8% | -9.5% |
| YTD | -0.3% | +10.9% | -11.2% | -9.7% |
| 1Y | -0.8% | +11.3% | -12.1% | -10.4% |
| 3Y | +58.0% | +76.9% | -18.9% | -7.1% |
| 5Y | +52.9% | +73.5% | -20.6% | -8.6% |
| 10Y | +266.1% | +307.7% | -41.6% | +20.8% |
| All | +266.1% | +306.9% | -40.8% | +20.8% |
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 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