+430.0%
MBIN vs VOO
+241.9%
+188.1%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.3% |
| 7D | +0.2% | -0.9% | +1.2% | +1.0% |
| 30D | +9.3% | -2.3% | +11.6% | +11.6% |
| 3M | -1.4% | -1.2% | -0.3% | -0.6% |
| 6M | +17.5% | +3.3% | +14.1% | +13.0% |
| YTD | +58.3% | +12.3% | +46.0% | +40.1% |
| 1Y | +69.4% | +12.5% | +56.9% | +49.5% |
| 3Y | +74.6% | +79.2% | -4.6% | -2.4% |
| 5Y | +77.7% | +75.7% | +2.1% | +0.8% |
| All | +430.0% | +241.9% | +188.1% | +76.4% |
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