+57.1%
MBUU vs VOO
+438.9%
-381.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.9% |
| 7D | +1.9% | +0.1% | +1.8% | +1.7% |
| 30D | -4.8% | +0.1% | -4.8% | -4.9% |
| 3M | +3.0% | +2.0% | +1.0% | +0.7% |
| 6M | -0.2% | +13.0% | -13.2% | -13.0% |
| YTD | -1.2% | +13.6% | -14.8% | -14.1% |
| 1Y | -16.0% | +20.1% | -36.1% | -31.4% |
| 3Y | -44.4% | +77.6% | -121.9% | -70.2% |
| 5Y | -60.4% | +82.4% | -142.9% | -79.2% |
| 10Y | +102.5% | +316.8% | -214.4% | -51.3% |
| All | +57.1% | +438.9% | -381.8% | -67.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling