+16.2%
VMD vs VOO
+77.0%
-60.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.1% |
| 7D | -2.4% | -0.4% | -2.1% | -2.2% |
| 30D | -6.0% | -1.4% | -4.6% | -5.2% |
| 3M | -11.7% | +3.7% | -15.4% | -14.1% |
| 6M | -5.7% | +13.0% | -18.7% | -14.2% |
| YTD | +17.9% | +12.4% | +5.5% | +7.6% |
| 1Y | +30.6% | +18.6% | +12.0% | +14.5% |
| All | +16.2% | +77.0% | -60.8% | -37.6% |
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