+70.0%
MMTM vs VOO
+82.3%
-12.3%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.5% |
| 7D | +1.6% | +0.5% | +1.0% | +1.0% |
| 30D | -0.8% | -0.9% | +0.1% | +0.1% |
| 3M | -2.8% | +3.9% | -6.7% | -6.6% |
| 6M | +6.6% | +14.5% | -7.9% | -7.4% |
| YTD | +5.1% | +13.0% | -7.8% | -7.3% |
| 1Y | +11.3% | +19.4% | -8.1% | -7.3% |
| 3Y | +68.1% | +78.9% | -10.8% | -5.0% |
| 5Y | +70.0% | +82.3% | -12.2% | -4.6% |
| All | +70.0% | +82.3% | -12.3% | -4.6% |
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