-96.4%
MRM vs VOO
+72.6%
-169.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | -1.4% | +2.6% | -4.0% | -2.1% |
| 30D | -17.6% | -2.0% | -15.6% | -17.0% |
| 3M | -72.8% | -2.8% | -70.1% | -72.6% |
| 6M | -71.1% | +2.2% | -73.3% | -71.3% |
| YTD | -85.7% | +11.5% | -97.2% | -86.2% |
| 1Y | -86.0% | +13.5% | -99.5% | -86.5% |
| 3Y | -94.4% | +78.1% | -172.5% | -95.3% |
| All | -96.4% | +72.6% | -169.0% | -96.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling