+261.3%
MRCY vs VOO
+325.3%
-64.0%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.7% |
| 7D | -2.2% | -0.8% | -1.4% | -1.4% |
| 30D | -27.8% | -1.1% | -26.7% | -26.8% |
| 3M | -32.4% | +3.9% | -36.3% | -35.0% |
| 6M | -6.3% | +13.6% | -19.9% | -17.3% |
| YTD | +10.4% | +12.7% | -2.3% | -1.4% |
| 1Y | +10.3% | +17.6% | -7.3% | -5.3% |
| 3Y | +127.2% | +77.3% | +49.9% | +24.5% |
| 5Y | +72.2% | +84.1% | -12.0% | -11.0% |
| All | +261.3% | +325.3% | -64.0% | -42.0% |
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