+138.2%
MBX vs VOO
+37.7%
+100.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.7% |
| 7D | +2.4% | -0.6% | +3.0% | +3.4% |
| 30D | +5.8% | -3.6% | +9.4% | +11.9% |
| 3M | -14.8% | -2.7% | -12.1% | -11.3% |
| 6M | +37.5% | +2.2% | +35.3% | +32.6% |
| YTD | +78.6% | +10.9% | +67.7% | +51.8% |
| 1Y | +130.0% | +11.3% | +118.7% | +94.5% |
| All | +138.2% | +37.7% | +100.5% | +64.4% |
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