+310.7%
VOO vs MA
+567.5%
-256.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -1.0% |
| 7D | +2.6% | +1.3% | +1.3% | +1.9% |
| 30D | -2.0% | +9.6% | -11.6% | -6.4% |
| 3M | -2.8% | +16.8% | -19.5% | -10.2% |
| 6M | +2.2% | +35.2% | -33.0% | -12.7% |
| YTD | +11.5% | +16.6% | -5.0% | +2.0% |
| 1Y | +13.5% | +19.8% | -6.3% | +2.2% |
| 3Y | +78.1% | +70.7% | +7.4% | +32.2% |
| 5Y | +73.1% | +87.4% | -14.3% | +20.4% |
| All | +310.7% | +567.5% | -256.8% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 MA 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