-42.3%
MPAA vs VOO
+12.0%
-54.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.5% | -3.7% |
| 7D | -28.6% | -0.6% | -28.0% | -28.0% |
| 30D | -28.8% | -3.6% | -25.1% | -26.4% |
| 3M | -40.3% | -2.7% | -37.5% | -38.7% |
| 6M | -36.4% | +2.2% | -38.6% | -37.7% |
| YTD | -39.9% | +10.9% | -50.8% | -45.7% |
| 1Y | -42.3% | +11.3% | -53.6% | -48.1% |
| All | -42.3% | +12.0% | -54.3% | -48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling