+959.5%
MDB vs VO
+153.6%
+805.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.8% |
| 7D | +11.6% | +2.9% | +8.6% | +6.7% |
| 30D | -8.9% | +1.0% | -9.9% | -9.9% |
| 3M | -22.4% | -1.7% | -20.7% | -19.7% |
| 6M | +10.1% | +6.7% | +3.4% | +0.4% |
| YTD | -19.0% | +14.0% | -33.0% | -33.0% |
| 1Y | -7.0% | +13.7% | -20.7% | -22.8% |
| 3Y | -9.8% | +65.8% | -75.7% | -56.6% |
| 5Y | -40.1% | +36.6% | -76.7% | -58.0% |
| All | +959.5% | +153.6% | +805.9% | +282.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling