+190.5%
MTDR vs VOO
+325.3%
-134.8%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -2.3% |
| 7D | +3.2% | -0.8% | +4.0% | +4.4% |
| 30D | +16.3% | -1.1% | +17.3% | +18.0% |
| 3M | +14.7% | +3.9% | +10.8% | +6.5% |
| 6M | +10.1% | +13.6% | -3.5% | -14.1% |
| YTD | +47.1% | +12.7% | +34.3% | +15.6% |
| 1Y | +29.7% | +17.6% | +12.1% | -5.7% |
| 3Y | +7.1% | +77.3% | -70.3% | -62.7% |
| 5Y | +132.0% | +84.1% | +47.9% | -26.0% |
| All | +190.5% | +325.3% | -134.8% | -75.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling