+448.3%
MORN vs VOO
+807.8%
-359.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.9% |
| 7D | -5.6% | -0.4% | -5.2% | -5.3% |
| 30D | -1.5% | -1.4% | -0.1% | -0.3% |
| 3M | +7.6% | +3.7% | +3.9% | +4.1% |
| 6M | +4.3% | +13.0% | -8.7% | -6.3% |
| YTD | -8.1% | +12.4% | -20.5% | -17.1% |
| 1Y | -22.3% | +18.6% | -40.9% | -33.1% |
| 3Y | -19.9% | +78.1% | -98.0% | -50.7% |
| 5Y | -27.2% | +82.3% | -109.4% | -55.5% |
| 10Y | +162.7% | +322.5% | -159.8% | -16.1% |
| All | +448.3% | +807.8% | -359.6% | -10.3% |
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