+75.0%
MBUU vs VOO
+315.3%
-240.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.1% |
| 7D | -4.4% | -0.4% | -4.1% | -4.0% |
| 30D | -10.7% | -1.4% | -9.3% | -9.2% |
| 3M | -7.7% | +3.7% | -11.4% | -11.6% |
| 6M | +0.7% | +13.0% | -12.3% | -12.7% |
| YTD | -8.3% | +12.4% | -20.8% | -19.8% |
| 1Y | -20.5% | +18.6% | -39.1% | -34.6% |
| 3Y | -46.3% | +78.1% | -124.4% | -72.2% |
| 5Y | -62.8% | +82.3% | -145.1% | -81.0% |
| 10Y | +75.0% | +322.5% | -247.6% | -63.3% |
| All | +75.0% | +315.3% | -240.3% | -63.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling