+97.1%
MBWM vs VOO
+75.1%
+22.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -1.2% |
| 7D | -0.6% | -0.9% | +0.4% | +0.1% |
| 30D | +5.0% | -2.3% | +7.4% | +6.8% |
| 3M | +1.3% | -1.2% | +2.4% | +2.0% |
| 6M | +21.2% | +3.3% | +17.9% | +17.7% |
| YTD | +30.0% | +12.3% | +17.7% | +18.0% |
| 1Y | +38.2% | +12.5% | +25.7% | +25.1% |
| 3Y | +99.6% | +79.2% | +20.4% | +29.2% |
| 5Y | +97.1% | +75.7% | +21.4% | +24.2% |
| All | +97.1% | +75.1% | +22.0% | +24.2% |
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