+129.1%
MPV vs VOO
+315.3%
-186.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | -0.3% | -0.4% | +0.1% | -0.2% |
| 30D | +6.0% | -1.4% | +7.4% | +6.5% |
| 3M | +6.0% | +3.7% | +2.2% | +4.7% |
| 6M | -4.1% | +13.0% | -17.1% | -7.8% |
| YTD | +11.5% | +12.4% | -0.9% | +7.3% |
| 1Y | -4.5% | +18.6% | -23.1% | -9.6% |
| 3Y | +62.9% | +78.1% | -15.1% | +33.7% |
| 5Y | +87.0% | +82.3% | +4.8% | +50.1% |
| 10Y | +129.1% | +322.5% | -193.5% | +31.0% |
| All | +129.1% | +315.3% | -186.2% | +31.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling