+14.1%
MBINN vs VOO
+109.3%
-95.2%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.3% |
| 7D | -0.2% | -0.8% | +0.6% | +0.1% |
| 30D | -0.4% | -1.1% | +0.6% | 0.0% |
| 3M | +0.6% | +3.9% | -3.3% | -1.1% |
| 6M | +1.8% | +13.6% | -11.9% | -3.7% |
| YTD | +13.1% | +12.7% | +0.4% | +7.3% |
| 1Y | +1.0% | +17.6% | -16.6% | -5.9% |
| 3Y | +33.1% | +77.3% | -44.2% | +1.9% |
| 5Y | +5.5% | +84.1% | -78.6% | -23.4% |
| All | +14.1% | +109.3% | -95.2% | -19.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling