-92.5%
MBRX vs VOO
+20.9%
-113.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.5% |
| 7D | +9.2% | +0.1% | +9.1% | +9.0% |
| 30D | +82.1% | +0.1% | +82.0% | +82.0% |
| 3M | -71.7% | +2.0% | -73.7% | -72.3% |
| 6M | -69.7% | +13.0% | -82.7% | -74.2% |
| YTD | -78.5% | +13.6% | -92.1% | -81.9% |
| 1Y | -92.5% | +20.1% | -112.6% | -93.8% |
| All | -92.5% | +20.9% | -113.4% | -93.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling