-70.0%
MWYN vs VOO
+37.9%
-107.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.4% | -4.8% | -5.2% |
| 7D | -8.8% | +2.6% | -11.4% | -8.1% |
| 30D | -32.8% | -2.0% | -30.8% | -33.0% |
| 3M | +36.9% | -2.8% | +39.7% | +36.6% |
| 6M | +58.9% | +2.2% | +56.7% | +58.8% |
| YTD | +53.8% | +11.5% | +42.2% | +49.9% |
| 1Y | +37.2% | +13.5% | +23.7% | +33.2% |
| All | -70.0% | +37.9% | -107.9% | -72.2% |
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