+30.0%
MTDR vs VOO
+72.6%
-42.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.6% |
| 7D | +7.0% | +2.6% | +4.4% | +4.3% |
| 30D | -2.3% | -2.0% | -0.3% | -0.8% |
| 3M | +4.5% | -2.8% | +7.3% | +6.7% |
| 6M | -5.2% | +2.2% | -7.3% | -8.8% |
| YTD | +29.9% | +11.5% | +18.4% | +11.7% |
| 1Y | +35.2% | +13.5% | +21.7% | +13.6% |
| 3Y | -0.3% | +78.1% | -78.4% | -50.9% |
| All | +30.0% | +72.6% | -42.6% | -27.8% |
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