+423.7%
MBIN vs VOO
+239.5%
+184.2%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | +2.2% | +2.6% | -0.3% | -0.2% |
| 30D | +9.2% | -2.0% | +11.2% | +11.1% |
| 3M | -4.2% | -2.8% | -1.4% | -1.9% |
| 6M | +17.9% | +2.2% | +15.7% | +14.7% |
| YTD | +56.4% | +11.5% | +44.9% | +39.4% |
| 1Y | +66.6% | +13.5% | +53.1% | +45.8% |
| 3Y | +72.1% | +78.1% | -5.9% | -3.2% |
| 5Y | +77.7% | +73.1% | +4.6% | +2.2% |
| All | +423.7% | +239.5% | +184.2% | +75.5% |
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