+128.2%
MOD vs VOO
+78.8%
+49.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.1% |
| 7D | -17.8% | -0.6% | -17.3% | -17.5% |
| 30D | -43.2% | -3.6% | -39.6% | -37.9% |
| 3M | -46.0% | -2.7% | -43.3% | -42.1% |
| 6M | -62.2% | +2.2% | -64.5% | -63.4% |
| YTD | -22.8% | +10.9% | -33.7% | -37.7% |
| 1Y | -35.5% | +11.3% | -46.8% | -47.7% |
| 3Y | +128.2% | +76.9% | +51.3% | -22.1% |
| All | +128.2% | +78.8% | +49.4% | -22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling