-92.7%
MPU vs VOO
+812.0%
-904.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | +11.8% | +0.5% | +11.2% | +11.3% |
| 30D | -5.0% | -0.9% | -4.1% | -4.2% |
| 3M | -17.4% | +3.9% | -21.3% | -20.7% |
| 6M | -78.7% | +14.5% | -93.2% | -81.2% |
| YTD | -79.1% | +13.0% | -92.1% | -81.4% |
| 1Y | -86.3% | +19.4% | -105.8% | -88.2% |
| 3Y | -76.8% | +78.9% | -155.7% | -85.4% |
| 5Y | -96.9% | +82.3% | -179.1% | -98.0% |
| 10Y | -89.7% | +314.2% | -404.0% | -95.3% |
| All | -92.7% | +812.0% | -904.6% | -97.8% |
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