-11.7%
MB vs VOO
+45.3%
-57.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.3% | -5.9% | -5.6% |
| 7D | -12.8% | -0.9% | -11.8% | -11.9% |
| 30D | +0.6% | -2.3% | +2.9% | +2.4% |
| 3M | -43.0% | -1.2% | -41.8% | -42.3% |
| 6M | -48.0% | +3.3% | -51.3% | -47.6% |
| YTD | -49.2% | +12.3% | -61.5% | -49.7% |
| 1Y | -54.3% | +12.5% | -66.8% | -54.7% |
| All | -11.7% | +45.3% | -57.0% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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