+31.8%
MBWM vs VOO
+20.1%
+11.7%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.5% |
| 7D | +3.9% | +0.1% | +3.8% | +3.8% |
| 30D | +0.9% | +0.1% | +0.9% | +0.9% |
| 3M | +19.7% | +2.0% | +17.7% | +18.8% |
| 6M | +20.5% | +13.0% | +7.5% | +13.0% |
| YTD | +32.0% | +13.6% | +18.4% | +23.0% |
| All | +31.8% | +20.1% | +11.7% | +15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling