+29.0%
VMD vs VOO
+79.1%
-50.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +1.1% | +3.3% | -2.2% | -0.9% |
| 30D | -5.2% | -2.7% | -2.5% | -3.4% |
| 3M | -1.6% | -1.7% | +0.1% | -0.3% |
| 6M | -2.7% | +3.1% | -5.8% | -4.6% |
| YTD | +22.6% | +11.9% | +10.7% | +13.5% |
| 1Y | +39.1% | +12.1% | +27.0% | +28.6% |
| All | +29.0% | +79.1% | -50.1% | -3.3% |
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