+455.0%
MTDR vs VOO
+646.4%
-191.3%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +2.0% |
| 7D | +0.9% | +0.5% | +0.4% | 0.0% |
| 30D | +22.8% | -0.9% | +23.7% | +24.4% |
| 3M | +8.9% | +3.9% | +5.0% | +0.9% |
| 6M | +7.7% | +14.5% | -6.9% | -17.1% |
| YTD | +44.0% | +13.0% | +31.0% | +12.8% |
| 1Y | +30.3% | +19.4% | +10.9% | -7.7% |
| 3Y | +1.2% | +78.9% | -77.7% | -64.9% |
| 5Y | +130.7% | +82.3% | +48.4% | -23.8% |
| 10Y | +171.0% | +314.2% | -143.2% | -71.5% |
| All | +455.0% | +646.4% | -191.3% | -71.6% |
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 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