+41.2%
MVFD vs VOO
+52.7%
-11.5%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | -0.3% | +3.3% | -3.6% | -2.7% |
| 30D | +8.1% | -2.7% | +10.8% | +10.2% |
| 3M | +8.9% | -1.7% | +10.7% | +10.1% |
| 6M | +12.9% | +3.1% | +9.8% | +9.6% |
| YTD | +21.9% | +11.9% | +10.0% | +10.4% |
| 1Y | +22.1% | +12.1% | +10.0% | +10.4% |
| All | +41.2% | +52.7% | -11.5% | -0.4% |
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