-52.4%
MBUU vs VOO
+78.8%
-131.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.5% | -2.4% |
| 7D | -14.8% | -0.6% | -14.2% | -13.2% |
| 30D | -5.0% | -3.6% | -1.4% | +0.8% |
| 3M | -29.0% | -2.7% | -26.3% | -25.6% |
| 6M | -31.7% | +2.2% | -34.0% | -33.1% |
| YTD | -27.2% | +10.9% | -38.1% | -35.7% |
| 1Y | -20.3% | +11.3% | -31.6% | -30.0% |
| 3Y | -52.4% | +76.9% | -129.3% | -83.3% |
| All | -52.4% | +78.8% | -131.2% | -83.3% |
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 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