+91.4%
MRSK vs VOO
+172.3%
-80.9%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.2% |
| 7D | -1.5% | -2.0% | +0.5% | -0.4% |
| 30D | -1.6% | -1.7% | +0.1% | -0.7% |
| 3M | +4.5% | +4.7% | -0.3% | +1.9% |
| 6M | +6.7% | +12.6% | -5.8% | +0.1% |
| YTD | +6.3% | +11.8% | -5.5% | +0.1% |
| 1Y | +11.7% | +17.5% | -5.8% | +2.4% |
| 3Y | +36.4% | +77.0% | -40.6% | +1.3% |
| 5Y | +41.4% | +82.6% | -41.2% | +2.8% |
| All | +91.4% | +172.3% | -80.9% | +18.6% |
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 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