+188.7%
MCBS vs VOO
+186.4%
+2.3%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.5% |
| 7D | -0.8% | -0.8% | 0.0% | -0.1% |
| 30D | -1.5% | -1.1% | -0.4% | -0.5% |
| 3M | +3.6% | +3.9% | -0.3% | -0.6% |
| 6M | +28.2% | +13.6% | +14.5% | +12.2% |
| YTD | +37.2% | +12.7% | +24.5% | +20.9% |
| 1Y | +25.4% | +17.6% | +7.9% | +5.6% |
| 3Y | +97.6% | +77.3% | +20.3% | +9.3% |
| 5Y | +109.4% | +84.1% | +25.3% | +10.6% |
| All | +188.7% | +186.4% | +2.3% | -1.6% |
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