-95.3%
MVIS vs VOO
+79.1%
-174.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +2.4% |
| 7D | -2.9% | +0.5% | -3.4% | -4.1% |
| 30D | -50.7% | -0.9% | -49.8% | -49.6% |
| 3M | -71.5% | +3.9% | -75.3% | -73.6% |
| 6M | -80.5% | +14.5% | -95.0% | -85.1% |
| YTD | -86.6% | +13.0% | -99.5% | -89.4% |
| 1Y | -90.0% | +19.4% | -109.4% | -92.8% |
| 3Y | -95.3% | +78.9% | -174.1% | -98.5% |
| All | -95.3% | +79.1% | -174.4% | -98.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling