+818.4%
VOO vs MRK
+631.0%
+187.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | -0.2% |
| 7D | -0.4% | -2.7% | +2.3% | +0.6% |
| 30D | -1.4% | +12.7% | -14.1% | -5.9% |
| 3M | +3.7% | +24.2% | -20.5% | -4.8% |
| 6M | +13.0% | +27.8% | -14.8% | +2.3% |
| YTD | +12.4% | +42.2% | -29.8% | -2.6% |
| 1Y | +18.6% | +80.2% | -61.6% | -6.8% |
| 3Y | +78.1% | +48.4% | +29.7% | +46.9% |
| 5Y | +82.3% | +133.6% | -51.3% | +18.3% |
| 10Y | +322.5% | +236.2% | +86.3% | +127.5% |
| All | +818.4% | +631.0% | +187.5% | +183.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 all: compounded portfolio wealth divided by compounded MRK 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…
all analysis · Full analysis span regression · 6 months rolling