+346.0%
MPV vs VOO
+817.1%
-471.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.1% |
| 7D | +4.3% | +0.1% | +4.2% | +4.3% |
| 30D | +6.1% | +0.1% | +6.1% | +6.1% |
| 3M | +4.3% | +2.0% | +2.3% | +3.7% |
| 6M | -4.8% | +13.0% | -17.9% | -8.1% |
| YTD | +12.0% | +13.6% | -1.6% | +8.0% |
| 1Y | -5.2% | +20.1% | -25.2% | -9.9% |
| 3Y | +64.7% | +77.6% | -12.9% | +39.0% |
| 5Y | +86.0% | +82.4% | +3.6% | +54.0% |
| 10Y | +139.5% | +316.8% | -177.3% | +53.8% |
| All | +346.0% | +817.1% | -471.1% | +153.1% |
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