+420.2%
MBIN vs VOO
+245.7%
+174.5%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.5% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | -5.2% | +0.1% | -5.2% | -5.2% |
| 3M | +10.7% | +2.0% | +8.7% | +8.1% |
| 6M | +24.6% | +13.0% | +11.6% | +9.9% |
| YTD | +55.4% | +13.6% | +41.8% | +36.4% |
| 1Y | +61.5% | +20.1% | +41.5% | +34.0% |
| 3Y | +83.7% | +77.6% | +6.1% | +3.9% |
| 5Y | +128.8% | +82.4% | +46.3% | +25.1% |
| All | +420.2% | +245.7% | +174.5% | +71.8% |
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 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