+312.2%
VOO vs MOD
+822.6%
-510.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | +3.3% | +16.1% | -12.8% | +1.1% |
| 30D | -2.7% | -38.5% | +35.8% | +3.3% |
| 3M | -1.7% | -46.8% | +45.1% | +6.0% |
| 6M | +3.1% | -61.6% | +64.7% | +15.3% |
| YTD | +11.9% | -20.5% | +32.5% | +11.4% |
| 1Y | +12.1% | -28.0% | +40.1% | +12.6% |
| 3Y | +78.6% | +134.9% | -56.4% | +43.2% |
| 5Y | +73.8% | +833.2% | -759.4% | +9.4% |
| All | +312.2% | +822.6% | -510.4% | +138.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MOD.
Daily Out/Under-Performance
Portfolio return minus MOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOD 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 MOD 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