+14.4%
MBUU vs VOO
+309.6%
-295.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.4% |
| 7D | -2.3% | +2.6% | -4.8% | -5.2% |
| 30D | -8.1% | -2.0% | -6.1% | -5.2% |
| 3M | -32.2% | -2.8% | -29.5% | -29.4% |
| 6M | -29.8% | +2.2% | -31.9% | -31.0% |
| YTD | -30.0% | +11.5% | -41.5% | -37.7% |
| 1Y | -22.4% | +13.5% | -35.8% | -32.4% |
| 3Y | -53.7% | +78.1% | -131.8% | -75.8% |
| 5Y | -72.3% | +73.1% | -145.5% | -85.0% |
| All | +14.4% | +309.6% | -295.3% | -77.3% |
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