-77.1%
MPU vs VOO
+75.9%
-153.0%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.6% |
| 7D | 0.0% | -2.0% | +2.0% | +2.0% |
| 30D | -13.6% | -1.7% | -12.0% | -12.1% |
| 3M | -60.4% | +4.7% | -65.2% | -62.6% |
| 6M | -77.9% | +12.6% | -90.5% | -81.2% |
| YTD | -79.1% | +11.8% | -90.9% | -82.1% |
| 1Y | -87.6% | +17.5% | -105.1% | -89.9% |
| All | -77.1% | +75.9% | -153.0% | -91.0% |
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