-68.8%
MWYN vs VOO
+37.1%
-105.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.7% |
| 7D | -14.1% | -0.6% | -13.5% | -14.1% |
| 30D | -2.2% | -3.6% | +1.5% | -2.7% |
| 3M | +61.3% | -2.7% | +64.0% | +60.6% |
| 6M | +69.6% | +2.2% | +67.4% | +68.9% |
| YTD | +59.7% | +10.9% | +48.8% | +55.5% |
| 1Y | +44.6% | +11.3% | +33.2% | +40.2% |
| All | -68.8% | +37.1% | -105.9% | -71.2% |
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 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