-99.4%
MBRX vs VOO
+75.9%
-175.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.6% | +9.1% | +9.1% |
| 7D | +22.8% | -2.0% | +24.7% | +25.1% |
| 30D | +86.5% | -1.7% | +88.2% | +89.6% |
| 3M | -66.8% | +4.7% | -71.5% | -68.6% |
| 6M | -57.9% | +12.6% | -70.4% | -63.3% |
| YTD | -74.9% | +11.8% | -86.7% | -77.8% |
| 1Y | -91.3% | +17.5% | -108.8% | -92.7% |
| All | -99.4% | +75.9% | -175.4% | -99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling