+34.0%
MNRS vs VOO
+28.8%
+5.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.4% | +1.0% |
| 7D | -0.4% | -0.8% | +0.4% | +1.7% |
| 30D | +3.1% | -1.1% | +4.2% | +6.3% |
| 3M | -19.1% | +3.9% | -23.0% | -26.1% |
| 6M | +22.1% | +13.6% | +8.5% | -8.0% |
| YTD | +18.9% | +12.7% | +6.2% | -7.2% |
| 1Y | +6.0% | +17.6% | -11.6% | -22.9% |
| All | +34.0% | +28.8% | +5.2% | -8.3% |
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