-93.9%
MRM vs VOO
+121.5%
-215.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | -1.1% | +0.5% | -1.6% | -1.3% |
| 30D | -4.2% | -0.9% | -3.2% | -3.8% |
| 3M | -22.0% | +3.9% | -25.9% | -23.2% |
| 6M | -29.2% | +14.5% | -43.8% | -33.1% |
| YTD | -52.6% | +13.0% | -65.5% | -54.9% |
| 1Y | -52.6% | +19.4% | -72.0% | -55.9% |
| 3Y | -82.7% | +78.9% | -161.5% | -86.5% |
| 5Y | -87.9% | +82.3% | -170.2% | -90.5% |
| All | -93.9% | +121.5% | -215.4% | -96.8% |
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