-89.9%
MVIS vs VOO
+21.4%
-111.3%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | -2.2% |
| 7D | -11.7% | +0.3% | -12.0% | -12.4% |
| 30D | -54.6% | +0.2% | -54.9% | -54.7% |
| 3M | -74.3% | +2.8% | -77.1% | -76.0% |
| 6M | -86.0% | +14.3% | -100.3% | -90.5% |
| YTD | -86.7% | +14.0% | -100.7% | -90.8% |
| All | -89.9% | +21.4% | -111.3% | -93.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling