-18.4%
MBC vs VOO
+104.3%
-122.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.6% | -3.4% |
| 7D | +2.5% | +0.5% | +2.0% | +1.8% |
| 30D | -12.9% | -0.9% | -12.0% | -11.9% |
| 3M | -4.9% | +3.9% | -8.8% | -8.8% |
| 6M | -8.8% | +14.5% | -23.4% | -22.5% |
| YTD | -26.1% | +13.0% | -39.0% | -36.0% |
| 1Y | -39.1% | +19.4% | -58.6% | -50.8% |
| 3Y | -33.7% | +78.9% | -112.6% | -66.4% |
| All | -18.4% | +104.3% | -122.7% | -63.8% |
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 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