-39.7%
MBI vs VOO
+21.4%
-61.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | 0.0% |
| 7D | -0.4% | +0.3% | -0.7% | -0.5% |
| 30D | -9.3% | +0.2% | -9.5% | -9.4% |
| 3M | -16.0% | +2.8% | -18.8% | -17.0% |
| 6M | -26.5% | +14.3% | -40.7% | -33.5% |
| YTD | -33.2% | +14.0% | -47.3% | -39.5% |
| All | -39.7% | +21.4% | -61.1% | -54.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling