+40.6%
MOV vs VOO
+81.4%
-40.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.7% |
| 7D | -1.9% | -0.4% | -1.6% | -1.5% |
| 30D | -10.1% | -1.4% | -8.7% | -8.7% |
| 3M | -9.5% | +3.7% | -13.2% | -13.3% |
| 6M | +44.9% | +13.0% | +31.9% | +26.2% |
| YTD | +64.4% | +12.4% | +51.9% | +44.3% |
| 1Y | +78.5% | +18.6% | +59.9% | +47.7% |
| 3Y | +42.5% | +78.1% | -35.6% | -26.7% |
| All | +40.6% | +81.4% | -40.8% | -27.2% |
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