-14.9%
MBC vs VOO
+105.5%
-120.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.5% | +4.6% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | -6.9% | +0.1% | -7.0% | -6.9% |
| 3M | +2.3% | +2.0% | +0.3% | +0.1% |
| 6M | -11.3% | +13.0% | -24.3% | -23.3% |
| YTD | -22.9% | +13.6% | -36.5% | -33.7% |
| 1Y | -34.8% | +20.1% | -54.9% | -47.7% |
| 3Y | -34.5% | +77.6% | -112.1% | -66.6% |
| All | -14.9% | +105.5% | -120.4% | -62.5% |
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