+128.6%
MBX vs VOO
+38.2%
+90.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.3% | +2.9% | +1.9% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | +1.5% | -3.3% | +4.9% | +6.9% |
| 3M | -20.3% | -2.4% | -17.9% | -17.4% |
| 6M | +32.0% | +2.6% | +29.4% | +26.6% |
| YTD | +71.4% | +11.3% | +60.1% | +45.0% |
| 1Y | +111.4% | +13.4% | +98.0% | +73.5% |
| All | +128.6% | +38.2% | +90.4% | +57.0% |
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 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