-94.9%
MRDN vs VOO
+325.3%
-420.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.6% |
| 7D | +1.2% | -0.8% | +2.0% | +1.7% |
| 30D | -2.4% | -1.1% | -1.3% | -1.7% |
| 3M | +7.0% | +3.9% | +3.1% | +5.1% |
| 6M | +45.1% | +13.6% | +31.4% | +34.7% |
| YTD | +42.6% | +12.7% | +29.9% | +33.6% |
| 1Y | +10.9% | +17.6% | -6.7% | +1.1% |
| 3Y | -63.5% | +77.3% | -140.8% | -73.9% |
| 5Y | -83.4% | +84.1% | -167.5% | -88.4% |
| All | -94.9% | +325.3% | -420.2% | -98.9% |
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