-22.0%
MBC vs VOO
+103.4%
-125.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -4.0% | -3.9% |
| 7D | -4.4% | -0.4% | -4.1% | -4.0% |
| 30D | -13.9% | -1.4% | -12.5% | -12.4% |
| 3M | -10.9% | +3.7% | -14.6% | -14.3% |
| 6M | -9.0% | +13.0% | -22.0% | -21.3% |
| YTD | -29.3% | +12.4% | -41.8% | -38.5% |
| 1Y | -39.1% | +18.6% | -57.7% | -50.3% |
| 3Y | -36.6% | +78.1% | -114.7% | -67.7% |
| All | -22.0% | +103.4% | -125.4% | -65.2% |
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 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