+2,242.2%
MBWM vs VOO
+775.2%
+1,467.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.4% | +2.3% | +1.5% |
| 7D | -0.6% | -4.7% | +4.1% | +3.3% |
| 30D | +2.4% | -5.9% | +8.3% | +7.5% |
| 3M | -2.1% | -4.5% | +2.4% | +1.4% |
| 6M | +17.5% | +1.9% | +15.7% | +15.1% |
| YTD | +28.0% | +8.4% | +19.6% | +18.8% |
| 1Y | +36.5% | +9.5% | +27.1% | +25.6% |
| 3Y | +91.6% | +75.3% | +16.3% | +19.7% |
| 5Y | +95.1% | +67.9% | +27.2% | +24.8% |
| 10Y | +224.0% | +314.4% | -90.4% | +9.0% |
| All | +2,242.2% | +775.2% | +1,467.0% | +535.6% |
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 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