+272.5%
MMTM vs VOO
+315.3%
-42.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | 0.0% |
| 7D | +0.6% | -0.4% | +1.0% | +0.9% |
| 30D | -0.9% | -1.4% | +0.4% | +0.4% |
| 3M | -3.3% | +3.7% | -7.0% | -6.6% |
| 6M | +4.7% | +13.0% | -8.3% | -7.0% |
| YTD | +4.7% | +12.4% | -7.7% | -6.5% |
| 1Y | +10.3% | +18.6% | -8.2% | -6.3% |
| 3Y | +67.4% | +78.1% | -10.7% | -2.0% |
| 5Y | +69.6% | +82.3% | -12.7% | -3.0% |
| 10Y | +272.5% | +322.5% | -50.0% | +16.7% |
| All | +272.5% | +315.3% | -42.8% | +16.7% |
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