+64.2%
MOTI vs VOO
+340.2%
-276.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.8% |
| 7D | -3.8% | -0.8% | -3.0% | -3.2% |
| 30D | -5.2% | -1.1% | -4.1% | -4.5% |
| 3M | +2.9% | +3.9% | -1.0% | -0.1% |
| 6M | -1.6% | +13.6% | -15.2% | -10.5% |
| YTD | -4.5% | +12.7% | -17.2% | -12.6% |
| 1Y | -4.4% | +17.6% | -22.0% | -15.3% |
| 3Y | +26.2% | +77.3% | -51.1% | -18.5% |
| 5Y | +22.0% | +84.1% | -62.2% | -24.1% |
| 10Y | +76.4% | +323.5% | -247.2% | -40.6% |
| All | +64.2% | +340.2% | -276.0% | -44.3% |
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