+1,010.1%
MDB vs VO
+152.6%
+857.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -2.6% |
| 7D | -18.0% | +0.6% | -18.6% | -18.8% |
| 30D | -10.7% | -1.1% | -9.7% | -9.1% |
| 3M | +1.0% | +4.5% | -3.6% | -5.7% |
| 6M | +31.6% | +11.1% | +20.6% | +11.8% |
| YTD | -15.2% | +13.5% | -28.7% | -29.8% |
| 1Y | +10.1% | +14.5% | -4.4% | -10.2% |
| 3Y | -5.6% | +58.1% | -63.7% | -51.3% |
| 5Y | -24.5% | +43.3% | -67.8% | -50.0% |
| All | +1,010.1% | +152.6% | +857.5% | +301.2% |
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