-50.4%
MRDN vs VOO
+11.8%
-62.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.3% | -8.7% | -8.5% |
| 7D | -37.1% | +3.3% | -40.3% | -40.1% |
| 30D | -48.7% | -2.7% | -46.0% | -46.2% |
| 3M | -58.9% | -1.7% | -57.2% | -57.5% |
| 6M | -47.4% | +3.1% | -50.5% | -48.8% |
| YTD | -40.0% | +11.9% | -51.9% | -42.0% |
| 1Y | -50.4% | +12.1% | -62.5% | -52.1% |
| All | -50.4% | +11.8% | -62.2% | -52.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling