+11.3%
MBUU vs VOO
+429.1%
-417.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.5% |
| 7D | -2.3% | +2.6% | -4.8% | -5.1% |
| 30D | -8.1% | -2.0% | -6.1% | -5.3% |
| 3M | -32.2% | -2.8% | -29.5% | -29.5% |
| 6M | -29.8% | +2.2% | -31.9% | -30.9% |
| YTD | -30.0% | +11.5% | -41.5% | -37.4% |
| 1Y | -22.4% | +13.5% | -35.8% | -31.9% |
| 3Y | -53.7% | +78.1% | -131.8% | -75.1% |
| 5Y | -72.3% | +73.1% | -145.5% | -84.5% |
| 10Y | +13.2% | +310.7% | -297.5% | -72.1% |
| All | +11.3% | +429.1% | -417.8% | -76.5% |
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