-75.9%
MRVI vs VOO
+132.7%
-208.6%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.2% |
| 7D | -1.5% | +0.5% | -2.0% | -2.1% |
| 30D | +15.4% | -0.9% | +16.3% | +16.6% |
| 3M | +42.7% | +3.9% | +38.8% | +36.2% |
| 6M | +102.5% | +14.5% | +88.0% | +74.3% |
| YTD | +121.2% | +13.0% | +108.3% | +93.8% |
| 1Y | +194.7% | +19.4% | +175.2% | +143.5% |
| 3Y | -33.6% | +78.9% | -112.5% | -63.1% |
| 5Y | -86.6% | +82.3% | -168.9% | -92.8% |
| All | -75.9% | +132.7% | -208.6% | -88.1% |
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