-94.9%
MVIS vs VOO
+309.6%
-404.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.1% |
| 7D | -9.5% | +2.6% | -12.1% | -12.8% |
| 30D | -10.3% | -2.0% | -8.3% | -6.9% |
| 3M | -72.1% | -2.8% | -69.4% | -70.6% |
| 6M | -90.8% | +2.2% | -93.0% | -91.0% |
| YTD | -91.6% | +11.5% | -103.1% | -92.6% |
| 1Y | -92.3% | +13.5% | -105.8% | -93.4% |
| 3Y | -96.4% | +78.1% | -174.5% | -98.3% |
| 5Y | -99.2% | +73.1% | -172.4% | -99.6% |
| All | -94.9% | +309.6% | -404.5% | -98.7% |
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