-100.0%
MRDN vs VOO
+817.1%
-917.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +1.2% |
| 7D | -2.8% | +0.1% | -2.9% | -3.0% |
| 30D | -3.3% | +0.1% | -3.3% | -3.4% |
| 3M | +10.9% | +2.0% | +8.9% | +9.0% |
| 6M | +56.6% | +13.0% | +43.6% | +33.0% |
| YTD | +41.0% | +13.6% | +27.4% | +19.7% |
| 1Y | +15.0% | +20.1% | -5.1% | -10.3% |
| 3Y | -61.1% | +77.6% | -138.6% | -83.4% |
| 5Y | -83.3% | +82.4% | -165.7% | -93.7% |
| 10Y | -95.0% | +316.8% | -411.8% | -99.8% |
| All | -100.0% | +817.1% | -917.1% | -100.0% |
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 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