+110.9%
MO vs VOO
+325.3%
-214.4%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -0.1% |
| 7D | +0.1% | -0.8% | +0.9% | +0.5% |
| 30D | +7.1% | -1.1% | +8.2% | +7.6% |
| 3M | -2.0% | +3.9% | -5.8% | -3.9% |
| 6M | +7.3% | +13.6% | -6.3% | +0.4% |
| YTD | +23.5% | +12.7% | +10.7% | +15.8% |
| 1Y | +11.0% | +17.6% | -6.6% | +1.8% |
| 3Y | +95.0% | +77.3% | +17.7% | +39.9% |
| 5Y | +100.6% | +84.1% | +16.5% | +38.1% |
| All | +110.9% | +325.3% | -214.4% | -14.6% |
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