+162.6%
MOO vs VOO
+817.1%
-654.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | +3.3% | +0.1% | +3.2% | +3.2% |
| 30D | +8.1% | +0.1% | +8.1% | +8.0% |
| 3M | +9.5% | +2.0% | +7.4% | +7.2% |
| 6M | +6.2% | +13.0% | -6.8% | -5.3% |
| YTD | +20.7% | +13.6% | +7.1% | +7.0% |
| 1Y | +21.7% | +20.1% | +1.6% | +2.5% |
| 3Y | +13.8% | +77.6% | -63.8% | -34.2% |
| 5Y | +5.4% | +82.4% | -77.1% | -41.3% |
| 10Y | +108.6% | +316.8% | -208.2% | -50.3% |
| All | +162.6% | +817.1% | -654.5% | -75.6% |
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 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