+132.5%
MOV vs VOO
+325.3%
-192.8%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.3% |
| 7D | -2.4% | -0.8% | -1.7% | -1.6% |
| 30D | -9.6% | -1.1% | -8.5% | -8.6% |
| 3M | -13.4% | +3.9% | -17.3% | -17.1% |
| 6M | +46.0% | +13.6% | +32.4% | +27.2% |
| YTD | +64.8% | +12.7% | +52.1% | +45.1% |
| 1Y | +73.5% | +17.6% | +56.0% | +46.1% |
| 3Y | +45.2% | +77.3% | -32.1% | -21.7% |
| 5Y | +41.0% | +84.1% | -43.1% | -26.1% |
| All | +132.5% | +325.3% | -192.8% | -55.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling