-25.7%
MBC vs VOO
+102.2%
-127.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -4.0% |
| 7D | -9.1% | -2.0% | -7.1% | -6.8% |
| 30D | -19.4% | -1.7% | -17.8% | -17.7% |
| 3M | -15.6% | +4.7% | -20.3% | -19.7% |
| 6M | -13.8% | +12.6% | -26.4% | -25.1% |
| YTD | -32.7% | +11.8% | -44.5% | -40.9% |
| 1Y | -42.0% | +17.5% | -59.6% | -52.2% |
| 3Y | -39.6% | +77.0% | -116.6% | -69.0% |
| All | -25.7% | +102.2% | -127.9% | -66.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling