-95.7%
MREO vs VOO
+191.9%
-287.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | +0.8% | +13.4% | +13.3% |
| 7D | +12.0% | -0.8% | +12.8% | +13.1% |
| 30D | -7.6% | -1.1% | -6.5% | -6.4% |
| 3M | -10.3% | +3.9% | -14.1% | -14.1% |
| 6M | -29.8% | +13.6% | -43.5% | -39.3% |
| YTD | -32.9% | +12.7% | -45.6% | -41.3% |
| 1Y | -84.6% | +17.6% | -102.2% | -86.7% |
| 3Y | -79.7% | +77.3% | -157.0% | -88.7% |
| 5Y | -89.4% | +84.1% | -173.6% | -94.2% |
| All | -95.7% | +191.9% | -287.6% | -98.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling