+51.5%
MPAA vs VOO
+79.1%
-27.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.5% |
| 7D | +0.9% | +0.5% | +0.4% | +0.4% |
| 30D | -14.1% | -0.9% | -13.2% | -13.3% |
| 3M | -17.8% | +3.9% | -21.7% | -21.1% |
| 6M | +11.5% | +14.5% | -3.0% | -2.9% |
| YTD | -5.1% | +13.0% | -18.1% | -16.1% |
| 1Y | -20.3% | +19.4% | -39.8% | -33.9% |
| 3Y | +51.5% | +78.9% | -27.4% | -22.0% |
| All | +51.5% | +79.1% | -27.6% | -22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling