+48.0%
MPAA vs VOO
+817.1%
-769.0%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.8% | +2.9% |
| 7D | +5.0% | +0.1% | +4.9% | +4.9% |
| 30D | -13.0% | +0.1% | -13.0% | -13.0% |
| 3M | +13.2% | +2.0% | +11.2% | +10.6% |
| 6M | +16.6% | +13.0% | +3.6% | +2.5% |
| YTD | -2.1% | +13.6% | -15.7% | -14.3% |
| 1Y | -18.8% | +20.1% | -38.8% | -33.2% |
| 3Y | +48.6% | +77.6% | -29.0% | -18.2% |
| 5Y | -35.1% | +82.4% | -117.6% | -65.1% |
| 10Y | -58.4% | +316.8% | -375.3% | -90.0% |
| All | +48.0% | +817.1% | -769.0% | -80.6% |
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