+147.2%
MCB vs VOO
+240.5%
-93.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.9% |
| 7D | -2.6% | -0.8% | -1.8% | -1.6% |
| 30D | -4.0% | -1.1% | -2.9% | -2.8% |
| 3M | -5.2% | +3.9% | -9.1% | -10.0% |
| 6M | +15.5% | +13.6% | +1.8% | -2.3% |
| YTD | +20.0% | +12.7% | +7.2% | +2.8% |
| 1Y | +16.3% | +17.6% | -1.3% | -5.8% |
| 3Y | +145.2% | +77.3% | +67.9% | +18.3% |
| 5Y | +20.6% | +84.1% | -63.5% | -43.5% |
| All | +147.2% | +240.5% | -93.3% | -41.5% |
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