-90.7%
MOVE vs VOO
+77.4%
-168.1%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.7% | -5.3% |
| 7D | -24.5% | -0.8% | -23.7% | -23.4% |
| 30D | +2.6% | -1.1% | +3.7% | +4.7% |
| 3M | -38.6% | +3.9% | -42.5% | -41.6% |
| 6M | +7.9% | +13.6% | -5.7% | -10.3% |
| YTD | +81.9% | +12.7% | +69.2% | +54.2% |
| 1Y | +95.5% | +17.6% | +78.0% | +60.0% |
| 3Y | -90.7% | +77.3% | -168.0% | -95.2% |
| All | -90.7% | +77.4% | -168.1% | -95.2% |
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 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