+30.8%
MNA vs VOO
+325.3%
-294.5%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.2% |
| 7D | +0.1% | -0.8% | +0.9% | +0.3% |
| 30D | +0.3% | -1.1% | +1.3% | +0.5% |
| 3M | +0.9% | +3.9% | -3.0% | +0.1% |
| 6M | +1.7% | +13.6% | -11.9% | -0.7% |
| YTD | +2.6% | +12.7% | -10.1% | +0.3% |
| 1Y | +2.9% | +17.6% | -14.6% | -0.2% |
| 3Y | +17.9% | +77.3% | -59.4% | +5.3% |
| 5Y | +12.6% | +84.1% | -71.5% | -0.8% |
| All | +30.8% | +325.3% | -294.5% | -3.2% |
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