+1.2%
MBND vs VOO
+111.0%
-109.8%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -0.7% | -2.0% | +1.3% | -0.6% |
| 30D | -1.7% | -1.7% | -0.1% | -1.7% |
| 3M | -2.2% | +4.7% | -7.0% | -2.4% |
| 6M | -2.3% | +12.6% | -14.9% | -2.7% |
| YTD | -1.3% | +11.8% | -13.0% | -1.6% |
| 1Y | +0.1% | +17.5% | -17.4% | -0.4% |
| 3Y | +9.2% | +77.0% | -67.8% | +7.0% |
| 5Y | +0.3% | +82.6% | -82.2% | -2.1% |
| All | +1.2% | +111.0% | -109.8% | -1.8% |
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 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