-99.6%
MVIS vs VOO
+795.4%
-895.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.3% | -6.9% | -6.7% |
| 7D | -10.9% | -0.6% | -10.3% | -9.9% |
| 30D | -4.2% | -3.6% | -0.5% | +1.9% |
| 3M | -69.1% | -2.7% | -66.4% | -67.5% |
| 6M | -88.6% | +2.2% | -90.8% | -88.8% |
| YTD | -90.8% | +10.9% | -101.7% | -91.8% |
| 1Y | -92.8% | +11.3% | -104.2% | -93.7% |
| 3Y | -96.1% | +76.9% | -173.1% | -98.2% |
| 5Y | -99.1% | +73.5% | -172.6% | -99.5% |
| 10Y | -94.4% | +307.7% | -402.1% | -98.9% |
| All | -99.6% | +795.4% | -895.0% | -100.0% |
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