-20.8%
MP vs VOO
+75.2%
-96.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | -1.4% |
| 7D | +2.3% | -0.9% | +3.2% | +4.0% |
| 30D | -15.3% | -2.3% | -12.9% | -11.7% |
| 3M | -33.5% | -1.2% | -32.3% | -31.9% |
| 6M | -45.5% | +3.3% | -48.8% | -47.6% |
| YTD | -27.3% | +12.3% | -39.6% | -38.3% |
| 1Y | -40.7% | +12.5% | -53.2% | -49.6% |
| 3Y | +145.9% | +79.2% | +66.7% | -5.2% |
| All | -20.8% | +75.2% | -96.0% | -63.7% |
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