-30.7%
MBRX vs VOO
+12.1%
-42.8%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -1.6% |
| 7D | -9.5% | +2.6% | -12.1% | -14.4% |
| 30D | -4.3% | -2.0% | -2.3% | +1.4% |
| 3M | -31.1% | -2.8% | -28.3% | -26.4% |
| 6M | -81.6% | +2.2% | -83.8% | -82.7% |
| YTD | +137.8% | +11.5% | +126.2% | +84.0% |
| 1Y | -30.7% | +13.5% | -44.2% | -43.4% |
| All | -30.7% | +12.1% | -42.8% | -43.4% |
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