-0.1%
MORT vs VOO
+78.5%
-78.6%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.7% |
| 7D | -5.4% | +2.6% | -8.0% | -7.2% |
| 30D | -5.4% | -2.0% | -3.4% | -4.1% |
| 3M | -24.9% | -2.8% | -22.2% | -23.5% |
| 6M | -23.4% | +2.2% | -25.6% | -24.9% |
| YTD | -23.1% | +11.5% | -34.6% | -29.6% |
| 1Y | -20.1% | +13.5% | -33.6% | -27.9% |
| 3Y | -0.1% | +78.1% | -78.2% | -51.4% |
| All | -0.1% | +78.5% | -78.6% | -51.4% |
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 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