-92.4%
MBRX vs VOO
+18.2%
-110.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | +0.8% | -14.7% | -14.7% |
| 7D | +0.7% | -0.8% | +1.5% | +1.4% |
| 30D | +37.0% | -1.1% | +38.0% | +38.4% |
| 3M | -73.5% | +3.9% | -77.4% | -74.8% |
| 6M | -64.8% | +13.6% | -78.4% | -70.7% |
| YTD | -78.4% | +12.7% | -91.1% | -81.7% |
| 1Y | -92.4% | +17.6% | -110.0% | -93.8% |
| All | -92.4% | +18.2% | -110.6% | -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