+629.1%
MRK vs VOO
+807.8%
-178.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.4% |
| 7D | -2.7% | -0.4% | -2.3% | -2.5% |
| 30D | +12.7% | -1.4% | +14.1% | +13.6% |
| 3M | +24.2% | +3.7% | +20.5% | +21.3% |
| 6M | +27.8% | +13.0% | +14.8% | +18.5% |
| YTD | +42.2% | +12.4% | +29.8% | +32.1% |
| 1Y | +80.2% | +18.6% | +61.6% | +62.0% |
| 3Y | +48.4% | +78.1% | -29.7% | +2.3% |
| 5Y | +133.6% | +82.3% | +51.3% | +55.1% |
| 10Y | +236.2% | +322.5% | -86.3% | +15.0% |
| All | +629.1% | +807.8% | -178.7% | +40.4% |
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 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