-100.0%
MRDN vs VOO
+800.4%
-900.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.7% |
| 7D | -35.0% | +2.6% | -37.6% | -37.4% |
| 30D | -48.7% | -2.0% | -46.7% | -47.1% |
| 3M | -59.9% | -2.8% | -57.2% | -58.3% |
| 6M | -48.0% | +2.2% | -50.2% | -49.0% |
| YTD | -41.3% | +11.5% | -52.8% | -48.8% |
| 1Y | -49.2% | +13.5% | -62.7% | -57.1% |
| 3Y | -80.5% | +78.1% | -158.6% | -91.7% |
| 5Y | -94.1% | +73.1% | -167.2% | -97.5% |
| 10Y | -97.9% | +310.7% | -408.7% | -99.9% |
| All | -100.0% | +800.4% | -900.4% | -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