-95.4%
MBAI vs VOO
+80.3%
-175.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +3.5% |
| 7D | +1.5% | -2.0% | +3.5% | +3.8% |
| 30D | -21.1% | -1.7% | -19.4% | -19.7% |
| 3M | -29.1% | +4.7% | -33.9% | -32.4% |
| 6M | -46.4% | +12.6% | -59.0% | -52.4% |
| YTD | -41.8% | +11.8% | -53.6% | -47.9% |
| 1Y | +31.0% | +17.5% | +13.4% | +12.8% |
| 3Y | -70.4% | +77.0% | -147.4% | -82.4% |
| 5Y | -95.4% | +82.6% | -178.0% | -97.2% |
| All | -95.4% | +80.3% | -175.8% | -97.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling