+44.3%
MOV vs VOO
+75.9%
-31.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | -2.1% | -2.0% | -0.1% | -0.1% |
| 30D | -11.0% | -1.7% | -9.3% | -9.6% |
| 3M | -8.7% | +4.7% | -13.4% | -12.9% |
| 6M | +44.6% | +12.6% | +32.0% | +28.4% |
| YTD | +63.8% | +11.8% | +52.0% | +46.8% |
| 1Y | +78.4% | +17.5% | +60.9% | +52.3% |
| All | +44.3% | +75.9% | -31.6% | -17.1% |
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