+82.3%
VOO vs MDT
-20.5%
+102.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | +0.1% | -0.3% |
| 7D | -0.4% | -0.3% | 0.0% | -0.3% |
| 30D | -1.4% | +2.8% | -4.1% | -2.3% |
| 3M | +3.7% | +13.1% | -9.4% | -0.5% |
| 6M | +13.0% | +2.3% | +10.7% | +12.0% |
| YTD | +12.4% | -2.7% | +15.1% | +13.1% |
| 1Y | +18.6% | +0.9% | +17.7% | +17.5% |
| 3Y | +78.1% | +26.8% | +51.2% | +59.1% |
| 5Y | +82.3% | -19.5% | +101.7% | +92.6% |
| All | +82.3% | -20.5% | +102.8% | +92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 5y: compounded portfolio wealth divided by compounded MDT 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…
5y analysis · Full analysis span regression · 6 months rolling