-44.9%
MBUU vs VOO
+79.1%
-124.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -3.9% |
| 7D | +0.7% | +0.5% | +0.1% | -0.1% |
| 30D | -8.0% | -0.9% | -7.1% | -6.8% |
| 3M | -1.9% | +3.9% | -5.8% | -6.8% |
| 6M | +3.1% | +14.5% | -11.4% | -13.9% |
| YTD | -5.8% | +13.0% | -18.8% | -19.5% |
| 1Y | -19.6% | +19.4% | -39.0% | -36.1% |
| 3Y | -44.9% | +78.9% | -123.7% | -75.0% |
| All | -44.9% | +79.1% | -124.0% | -75.0% |
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