-99.9%
MBAI vs VOO
+344.1%
-444.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.8% |
| 7D | -3.0% | +0.5% | -3.5% | -3.3% |
| 30D | -35.5% | -0.9% | -34.6% | -35.1% |
| 3M | -38.6% | +3.9% | -42.5% | -39.7% |
| 6M | -48.9% | +14.5% | -63.5% | -52.4% |
| YTD | -43.9% | +13.0% | -56.8% | -47.3% |
| 1Y | +33.7% | +19.4% | +14.3% | +22.9% |
| 3Y | -71.5% | +78.9% | -150.4% | -78.1% |
| 5Y | -95.8% | +82.3% | -178.0% | -96.8% |
| 10Y | -99.8% | +314.2% | -414.0% | -99.9% |
| All | -99.9% | +344.1% | -444.0% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling