+966.8%
MOD vs VOO
+317.9%
+648.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.3% | +7.5% | +6.3% |
| 7D | -13.9% | +0.1% | -14.0% | -14.4% |
| 30D | -41.5% | -3.3% | -38.2% | -38.4% |
| 3M | -45.7% | -2.4% | -43.3% | -43.4% |
| 6M | -61.1% | +2.6% | -63.7% | -61.8% |
| YTD | -20.5% | +11.3% | -31.8% | -30.0% |
| 1Y | -32.1% | +13.4% | -45.6% | -41.3% |
| 3Y | +146.5% | +80.3% | +66.2% | +23.4% |
| 5Y | +812.7% | +72.7% | +740.0% | +390.3% |
| 10Y | +966.8% | +310.0% | +656.8% | +90.6% |
| All | +966.8% | +317.9% | +648.9% | +90.6% |
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