+378.4%
MRVU vs VOO
+11.6%
+366.9%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -0.4% | +14.2% | +16.4% |
| 7D | +5.5% | +0.1% | +5.4% | +4.1% |
| 30D | +5.3% | +0.1% | +5.3% | +4.4% |
| 3M | -63.3% | +2.0% | -65.3% | -63.2% |
| 6M | +386.4% | +13.0% | +373.3% | +170.6% |
| All | +378.4% | +11.6% | +366.9% | +167.3% |
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