+30.6%
VMD vs VOO
+187.5%
-156.9%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.9% |
| 7D | +0.4% | +2.6% | -2.1% | -1.4% |
| 30D | -5.4% | -2.0% | -3.4% | -3.8% |
| 3M | 0.0% | -2.8% | +2.8% | +2.2% |
| 6M | -3.4% | +2.2% | -5.5% | -5.1% |
| YTD | +23.4% | +11.5% | +11.9% | +13.6% |
| 1Y | +43.1% | +13.5% | +29.6% | +30.0% |
| 3Y | +29.9% | +78.1% | -48.2% | -15.1% |
| 5Y | +61.2% | +73.1% | -12.0% | +7.5% |
| All | +30.6% | +187.5% | -156.9% | -36.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling