+198.0%
MBWM vs VOO
+317.9%
-119.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.6% | -0.5% |
| 7D | +0.7% | +0.1% | +0.6% | +0.5% |
| 30D | +6.7% | -3.3% | +10.0% | +9.9% |
| 3M | +2.2% | -2.4% | +4.6% | +4.3% |
| 6M | +19.9% | +2.6% | +17.3% | +16.3% |
| YTD | +30.9% | +11.3% | +19.6% | +17.0% |
| 1Y | +40.7% | +13.4% | +27.2% | +23.3% |
| 3Y | +103.4% | +80.3% | +23.1% | +14.0% |
| 5Y | +101.3% | +72.7% | +28.6% | +16.0% |
| 10Y | +198.0% | +310.0% | -112.0% | -39.1% |
| All | +198.0% | +317.9% | -119.9% | -39.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling