-94.5%
MRM vs VOO
+121.0%
-215.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.8% | -6.5% | -6.0% |
| 7D | -9.8% | -0.8% | -9.0% | -9.5% |
| 30D | -18.6% | -1.1% | -17.6% | -18.3% |
| 3M | -29.7% | +3.9% | -33.5% | -30.8% |
| 6M | -35.2% | +13.6% | -48.8% | -38.5% |
| YTD | -57.2% | +12.7% | -69.9% | -59.3% |
| 1Y | -55.1% | +17.6% | -72.7% | -58.0% |
| 3Y | -84.1% | +77.3% | -161.5% | -87.6% |
| 5Y | -88.6% | +84.1% | -172.7% | -91.1% |
| All | -94.5% | +121.0% | -215.5% | -97.1% |
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