+91.2%
MBOX vs VOO
+95.9%
-4.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +1.6% | +3.3% | -1.7% | -0.8% |
| 30D | +3.9% | -2.7% | +6.6% | +5.8% |
| 3M | +0.8% | -1.7% | +2.6% | +2.0% |
| 6M | +11.4% | +3.1% | +8.3% | +8.6% |
| YTD | +24.5% | +11.9% | +12.6% | +14.1% |
| 1Y | +24.9% | +12.1% | +12.8% | +14.2% |
| 3Y | +73.8% | +78.6% | -4.8% | +12.1% |
| 5Y | +80.1% | +73.8% | +6.3% | +16.6% |
| All | +91.2% | +95.9% | -4.6% | +11.3% |
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