-51.3%
MNDO vs VOO
+82.8%
-134.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.8% |
| 7D | +2.0% | -0.8% | +2.7% | +2.2% |
| 30D | +1.0% | -1.1% | +2.1% | +1.3% |
| 3M | +9.6% | +3.9% | +5.7% | +8.4% |
| 6M | -12.0% | +13.6% | -25.6% | -14.9% |
| YTD | -10.4% | +12.7% | -23.1% | -13.2% |
| 1Y | -13.4% | +17.6% | -31.0% | -17.1% |
| 3Y | -32.7% | +77.3% | -110.0% | -42.8% |
| All | -51.3% | +82.8% | -134.1% | -59.1% |
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 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