+1,108.7%
MVV vs VOO
+807.8%
+300.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.2% |
| 7D | -1.6% | -0.4% | -1.2% | -0.8% |
| 30D | -8.0% | -1.4% | -6.6% | -5.1% |
| 3M | -1.8% | +3.7% | -5.5% | -9.1% |
| 6M | +13.7% | +13.0% | +0.7% | -12.1% |
| YTD | +22.1% | +12.4% | +9.7% | -4.2% |
| 1Y | +22.9% | +18.6% | +4.3% | -13.6% |
| 3Y | +69.8% | +78.1% | -8.3% | -47.5% |
| 5Y | +35.4% | +82.3% | -46.9% | -56.9% |
| 10Y | +237.1% | +322.5% | -85.4% | -78.5% |
| All | +1,108.7% | +807.8% | +300.8% | -84.3% |
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