+159.3%
MP vs VOO
+78.5%
+80.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +4.1% |
| 7D | +9.5% | +2.6% | +6.9% | +5.3% |
| 30D | -3.0% | -2.0% | -1.0% | +0.2% |
| 3M | -30.4% | -2.8% | -27.6% | -27.0% |
| 6M | -39.2% | +2.2% | -41.3% | -40.2% |
| YTD | -23.3% | +11.5% | -34.8% | -32.9% |
| 1Y | -32.6% | +13.5% | -46.1% | -42.2% |
| 3Y | +159.3% | +78.1% | +81.2% | -13.4% |
| All | +159.3% | +78.5% | +80.8% | -13.4% |
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