-79.1%
MBOT vs VOO
+81.6%
-160.7%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.0% |
| 7D | 0.0% | -0.4% | +0.4% | +0.4% |
| 30D | -24.7% | -1.4% | -23.4% | -23.2% |
| 3M | -19.8% | +3.7% | -23.5% | -23.6% |
| 6M | -40.4% | +13.0% | -53.4% | -49.4% |
| YTD | -27.0% | +12.4% | -39.4% | -37.5% |
| 1Y | -62.1% | +18.6% | -80.7% | -69.5% |
| 3Y | -28.4% | +78.1% | -106.5% | -63.5% |
| 5Y | -79.1% | +82.3% | -161.4% | -87.8% |
| All | -79.1% | +81.6% | -160.7% | -87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling