-47.2%
MBC vs VOO
+78.5%
-125.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.4% |
| 7D | -5.2% | +2.6% | -7.8% | -8.1% |
| 30D | -1.4% | -2.0% | +0.6% | +1.0% |
| 3M | -31.4% | -2.8% | -28.7% | -29.0% |
| 6M | -8.9% | +2.2% | -11.0% | -11.0% |
| YTD | -42.3% | +11.5% | -53.8% | -49.5% |
| 1Y | -37.9% | +13.5% | -51.3% | -46.7% |
| 3Y | -47.2% | +78.1% | -125.3% | -76.8% |
| All | -47.2% | +78.5% | -125.6% | -76.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling