+157.4%
MNDO vs VOO
+807.8%
-650.5%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.2% |
| 7D | +3.0% | -0.4% | +3.4% | +3.1% |
| 30D | -1.9% | -1.4% | -0.5% | -1.5% |
| 3M | +5.2% | +3.7% | +1.4% | +3.8% |
| 6M | -17.7% | +13.0% | -30.8% | -21.2% |
| YTD | -11.3% | +12.4% | -23.7% | -14.9% |
| 1Y | -15.0% | +18.6% | -33.6% | -20.0% |
| 3Y | -33.3% | +78.1% | -111.4% | -46.0% |
| 5Y | -51.9% | +82.3% | -134.1% | -61.7% |
| 10Y | +26.0% | +322.5% | -296.6% | -31.3% |
| All | +157.4% | +807.8% | -650.5% | -3.9% |
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