+79.4%
VOO vs MOD
+137.0%
-57.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.2% | +0.9% |
| 7D | -0.9% | +8.2% | -9.1% | -1.9% |
| 30D | -2.3% | -38.2% | +35.8% | +2.9% |
| 3M | -1.2% | -46.2% | +45.0% | +5.7% |
| 6M | +3.3% | -62.5% | +65.9% | +14.7% |
| YTD | +12.3% | -20.1% | +32.4% | +11.4% |
| 1Y | +12.5% | -29.7% | +42.2% | +13.1% |
| All | +79.4% | +137.0% | -57.7% | +45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling