+336.6%
MPV vs VOO
+795.4%
-458.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.3% |
| 7D | -0.9% | -0.6% | -0.3% | -0.7% |
| 30D | -1.6% | -3.6% | +2.0% | -0.6% |
| 3M | +4.2% | -2.7% | +7.0% | +5.0% |
| 6M | +0.9% | +2.2% | -1.4% | +0.2% |
| YTD | +9.6% | +10.9% | -1.2% | +6.4% |
| 1Y | -8.4% | +11.3% | -19.8% | -11.2% |
| 3Y | +62.4% | +76.9% | -14.5% | +37.2% |
| 5Y | +73.8% | +73.5% | +0.3% | +46.2% |
| 10Y | +138.2% | +307.7% | -169.5% | +54.0% |
| All | +336.6% | +795.4% | -458.8% | +149.4% |
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