+2,315.3%
MBWM vs VOO
+817.1%
+1,498.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.6% |
| 7D | +3.9% | +0.1% | +3.8% | +3.8% |
| 30D | +0.9% | +0.1% | +0.9% | +0.8% |
| 3M | +19.7% | +2.0% | +17.7% | +17.4% |
| 6M | +20.5% | +13.0% | +7.5% | +8.4% |
| YTD | +32.0% | +13.6% | +18.4% | +18.1% |
| 1Y | +31.3% | +20.1% | +11.2% | +11.9% |
| 3Y | +100.2% | +77.6% | +22.6% | +23.9% |
| 5Y | +140.0% | +82.4% | +57.5% | +43.5% |
| 10Y | +239.0% | +316.8% | -77.8% | +12.4% |
| All | +2,315.3% | +817.1% | +1,498.2% | +532.0% |
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