+0.7%
MBI vs VOO
+82.8%
-82.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.3% |
| 7D | -2.7% | -0.8% | -2.0% | -1.9% |
| 30D | -6.8% | -1.1% | -5.8% | -5.7% |
| 3M | -24.9% | +3.9% | -28.8% | -28.2% |
| 6M | -25.0% | +13.6% | -38.7% | -35.6% |
| YTD | -35.2% | +12.7% | -47.9% | -43.8% |
| 1Y | -39.3% | +17.6% | -56.9% | -50.0% |
| 3Y | +31.0% | +77.3% | -46.3% | -34.1% |
| All | +0.7% | +82.8% | -82.1% | -50.3% |
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