+445.3%
MP vs VOO
+172.8%
+272.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +2.0% |
| 7D | -2.9% | +0.1% | -3.0% | -3.1% |
| 30D | +13.8% | +0.1% | +13.8% | +13.9% |
| 3M | -16.7% | +2.0% | -18.7% | -18.5% |
| 6M | -11.5% | +13.0% | -24.5% | -25.8% |
| YTD | +7.9% | +13.6% | -5.6% | -10.1% |
| 1Y | -15.0% | +20.1% | -35.1% | -34.9% |
| 3Y | +153.5% | +77.6% | +75.9% | +2.0% |
| 5Y | +58.7% | +82.4% | -23.8% | -35.2% |
| All | +445.3% | +172.8% | +272.5% | +52.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling