-85.7%
MRVI vs VOO
+82.8%
-168.5%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.9% |
| 7D | -10.8% | -0.8% | -10.0% | -10.0% |
| 30D | +13.0% | -1.1% | +14.0% | +14.3% |
| 3M | +25.3% | +3.9% | +21.4% | +19.6% |
| 6M | +83.9% | +13.6% | +70.3% | +59.4% |
| YTD | +100.9% | +12.7% | +88.2% | +76.2% |
| 1Y | +134.1% | +17.6% | +116.5% | +96.1% |
| 3Y | -37.3% | +77.3% | -114.7% | -65.0% |
| All | -85.7% | +82.8% | -168.5% | -92.5% |
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