+78.7%
MORT vs VOO
+738.2%
-659.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | +1.0% | +0.1% | +1.0% | +1.0% |
| 3M | +1.7% | +2.0% | -0.3% | -0.1% |
| 6M | -1.1% | +13.0% | -14.1% | -10.7% |
| YTD | +0.9% | +13.6% | -12.7% | -9.4% |
| 1Y | +0.9% | +20.1% | -19.2% | -13.6% |
| 3Y | +18.0% | +77.6% | -59.6% | -27.1% |
| 5Y | -7.8% | +82.4% | -90.2% | -44.3% |
| 10Y | +19.4% | +316.8% | -297.5% | -58.2% |
| All | +78.7% | +738.2% | -659.5% | -60.7% |
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