+71.8%
MMU vs VOO
+806.9%
-735.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | 0.0% |
| 7D | -0.8% | -0.9% | +0.1% | -0.7% |
| 30D | +2.8% | -2.3% | +5.1% | +3.2% |
| 3M | -4.8% | -1.2% | -3.6% | -4.6% |
| 6M | -4.1% | +3.3% | -7.4% | -4.7% |
| YTD | -4.3% | +12.3% | -16.6% | -6.4% |
| 1Y | -2.6% | +12.5% | -15.1% | -4.7% |
| 3Y | +21.2% | +79.2% | -58.0% | +8.6% |
| 5Y | -7.9% | +75.7% | -83.6% | -17.7% |
| 10Y | +18.2% | +313.7% | -295.5% | -6.3% |
| All | +71.8% | +806.9% | -735.1% | +37.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling