-71.3%
MPAA vs VOO
+314.4%
-385.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.4% | +1.4% |
| 7D | -28.0% | -0.9% | -27.1% | -27.9% |
| 30D | -25.8% | -2.3% | -23.5% | -24.7% |
| 3M | -38.8% | -1.2% | -37.6% | -38.6% |
| 6M | -34.3% | +3.3% | -37.6% | -37.4% |
| YTD | -38.2% | +12.3% | -50.6% | -46.0% |
| 1Y | -41.6% | +12.5% | -54.1% | -49.0% |
| 3Y | -10.2% | +79.2% | -89.4% | -52.4% |
| 5Y | -59.9% | +75.7% | -135.6% | -78.1% |
| 10Y | -71.3% | +313.7% | -385.0% | -94.8% |
| All | -71.3% | +314.4% | -385.7% | -94.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling