-93.9%
MRDN vs VOO
+74.6%
-168.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.3% | -8.7% | -8.7% |
| 7D | -37.1% | +3.3% | -40.3% | -38.5% |
| 30D | -48.7% | -2.7% | -46.0% | -47.6% |
| 3M | -58.9% | -1.7% | -57.2% | -58.3% |
| 6M | -47.4% | +3.1% | -50.5% | -48.1% |
| YTD | -40.0% | +11.9% | -51.9% | -43.3% |
| 1Y | -50.4% | +12.1% | -62.5% | -53.3% |
| 3Y | -80.1% | +78.6% | -158.7% | -85.1% |
| 5Y | -93.9% | +73.8% | -167.7% | -95.4% |
| All | -93.9% | +74.6% | -168.5% | -95.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling