-71.8%
MBUU vs VOO
+72.8%
-144.6%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.5% | -2.4% |
| 7D | -14.8% | -0.6% | -14.2% | -13.4% |
| 30D | -5.0% | -3.6% | -1.4% | +0.2% |
| 3M | -29.0% | -2.7% | -26.3% | -25.9% |
| 6M | -31.7% | +2.2% | -34.0% | -32.9% |
| YTD | -27.2% | +10.9% | -38.1% | -35.0% |
| 1Y | -20.3% | +11.3% | -31.6% | -29.2% |
| 3Y | -52.4% | +76.9% | -129.3% | -75.3% |
| 5Y | -71.8% | +73.5% | -145.3% | -84.8% |
| All | -71.8% | +72.8% | -144.6% | -84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling