+1,722.7%
MOD vs VOO
+817.1%
+905.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.9% |
| 7D | +9.6% | +0.1% | +9.5% | +9.4% |
| 30D | 0.0% | +0.1% | 0.0% | 0.0% |
| 3M | -35.4% | +2.0% | -37.4% | -36.6% |
| 6M | -7.3% | +13.0% | -20.3% | -21.6% |
| YTD | +45.8% | +13.6% | +32.2% | +22.5% |
| 1Y | +43.1% | +20.1% | +23.1% | +11.8% |
| 3Y | +297.7% | +77.6% | +220.1% | +87.5% |
| 5Y | +1,478.8% | +82.4% | +1,396.3% | +620.3% |
| 10Y | +1,633.4% | +316.8% | +1,316.5% | +110.3% |
| All | +1,722.7% | +817.1% | +905.6% | -53.4% |
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