+254.1%
MP vs VOO
+161.1%
+93.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.3% | +4.6% | +4.5% |
| 7D | -10.5% | -2.7% | -7.8% | -6.6% |
| 30D | -23.5% | -5.4% | -18.2% | -16.3% |
| 3M | -25.4% | -4.1% | -21.4% | -19.9% |
| 6M | -51.3% | +0.7% | -52.0% | -51.2% |
| YTD | -29.9% | +8.7% | -38.6% | -37.2% |
| 1Y | -31.8% | +11.0% | -42.8% | -40.4% |
| 3Y | +127.0% | +75.5% | +51.5% | -6.9% |
| 5Y | -3.3% | +68.4% | -71.6% | -55.3% |
| All | +254.1% | +161.1% | +93.0% | +6.4% |
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 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