-7.9%
MORT vs VOO
+81.6%
-89.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.4% |
| 7D | -0.8% | -0.4% | -0.5% | -0.5% |
| 30D | -1.4% | -1.4% | -0.1% | -0.2% |
| 3M | -0.3% | +3.7% | -4.0% | -3.7% |
| 6M | 0.0% | +13.0% | -13.1% | -10.8% |
| YTD | -0.8% | +12.4% | -13.2% | -11.1% |
| 1Y | -1.2% | +18.6% | -19.8% | -16.0% |
| 3Y | +17.9% | +78.1% | -60.2% | -33.4% |
| 5Y | -7.9% | +82.3% | -90.2% | -50.2% |
| All | -7.9% | +81.6% | -89.5% | -50.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling