+150.4%
MOO vs VOO
+795.4%
-645.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +2.5% | -0.6% | +3.0% | +2.9% |
| 30D | +4.1% | -3.6% | +7.7% | +7.3% |
| 3M | +2.7% | -2.7% | +5.5% | +4.9% |
| 6M | +2.6% | +2.2% | +0.3% | -0.1% |
| YTD | +15.1% | +10.9% | +4.2% | +3.9% |
| 1Y | +20.5% | +11.3% | +9.1% | +8.4% |
| 3Y | +25.7% | +76.9% | -51.2% | -27.3% |
| 5Y | -1.4% | +73.5% | -74.9% | -42.6% |
| 10Y | +102.6% | +307.7% | -205.0% | -50.9% |
| All | +150.4% | +795.4% | -645.0% | -76.3% |
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 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