+169.0%
MRVI vs VOO
+14.7%
+154.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +1.1% |
| 7D | -9.2% | -0.7% | -8.5% | -8.0% |
| 30D | -9.4% | -1.1% | -8.3% | -7.6% |
| 3M | +20.1% | -0.3% | +20.4% | +21.3% |
| 6M | +103.7% | +7.4% | +96.3% | +80.6% |
| YTD | +137.5% | +13.4% | +124.2% | +95.3% |
| 1Y | +169.0% | +14.8% | +154.2% | +117.3% |
| All | +169.0% | +14.7% | +154.3% | +117.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling