+82.6%
VOO vs MDY
+43.9%
+38.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.1% |
| 7D | -2.0% | -2.5% | +0.5% | -0.1% |
| 30D | -1.7% | -5.0% | +3.4% | +2.3% |
| 3M | +4.7% | +0.5% | +4.3% | +4.3% |
| 6M | +12.6% | +8.0% | +4.5% | +6.0% |
| YTD | +11.8% | +12.2% | -0.4% | +2.1% |
| 1Y | +17.5% | +14.0% | +3.6% | +5.9% |
| 3Y | +77.0% | +48.2% | +28.8% | +28.3% |
| 5Y | +82.6% | +46.1% | +36.5% | +31.8% |
| All | +82.6% | +43.9% | +38.6% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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