-100.0%
MRDN vs VOO
+803.9%
-903.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.3% | -8.7% | -8.5% |
| 7D | -37.1% | +3.3% | -40.3% | -40.0% |
| 30D | -48.7% | -2.7% | -46.0% | -46.5% |
| 3M | -58.9% | -1.7% | -57.2% | -57.9% |
| 6M | -47.4% | +3.1% | -50.5% | -49.1% |
| YTD | -40.0% | +11.9% | -51.9% | -47.9% |
| 1Y | -50.4% | +12.1% | -62.5% | -57.4% |
| 3Y | -80.1% | +78.6% | -158.7% | -91.5% |
| 5Y | -93.9% | +73.8% | -167.7% | -97.5% |
| 10Y | -97.9% | +312.3% | -410.2% | -99.9% |
| All | -100.0% | +803.9% | -903.9% | -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