-97.2%
MPU vs VOO
+81.3%
-178.4%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.6% |
| 7D | 0.0% | -2.0% | +2.0% | +2.2% |
| 30D | -13.6% | -1.7% | -12.0% | -11.9% |
| 3M | -60.4% | +4.7% | -65.2% | -62.8% |
| 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% |
| 3Y | -76.8% | +77.0% | -153.8% | -88.4% |
| All | -97.2% | +81.3% | -178.4% | -98.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling