+2.2%
MWYN vs VOO
+18.9%
-16.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -28.0% | -0.5% | -27.5% | -27.9% |
| 7D | -36.8% | -0.4% | -36.4% | -36.7% |
| 30D | +5.8% | -1.4% | +7.2% | +6.1% |
| 3M | -8.1% | +3.7% | -11.8% | -10.0% |
| 6M | +15.7% | +13.0% | +2.6% | +1.2% |
| YTD | +4.8% | +12.4% | -7.7% | -7.4% |
| 1Y | +2.2% | +18.6% | -16.4% | -42.7% |
| All | +2.2% | +18.9% | -16.7% | -42.7% |
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 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