+429.8%
MRVU vs VOO
+10.7%
+419.1%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.8% | +7.2% | +2.4% |
| 7D | +10.7% | -0.8% | +11.5% | +16.6% |
| 30D | +10.9% | -1.1% | +12.0% | +18.4% |
| 3M | -44.2% | +3.9% | -48.1% | -52.0% |
| 6M | +314.2% | +13.6% | +300.5% | +145.0% |
| All | +429.8% | +10.7% | +419.1% | +211.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling