+335.6%
MPV vs VOO
+798.5%
-462.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -0.7% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | -1.9% | -3.3% | +1.4% | -1.0% |
| 3M | +3.9% | -2.4% | +6.3% | +4.6% |
| 6M | +0.6% | +2.6% | -2.0% | -0.2% |
| YTD | +9.4% | +11.3% | -1.9% | +6.1% |
| 1Y | -8.0% | +13.4% | -21.5% | -11.3% |
| 3Y | +61.1% | +80.3% | -19.2% | +35.4% |
| 5Y | +73.8% | +72.7% | +1.1% | +46.4% |
| 10Y | +135.9% | +310.0% | -174.1% | +52.3% |
| All | +335.6% | +798.5% | -462.9% | +148.5% |
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