+954.3%
MDB vs VOO
+244.2%
+710.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.6% | -0.2% |
| 7D | +3.0% | -0.9% | +3.9% | +4.6% |
| 30D | -11.3% | -2.3% | -9.0% | -7.3% |
| 3M | -23.0% | -1.2% | -21.8% | -20.6% |
| 6M | +14.8% | +3.3% | +11.4% | +10.5% |
| YTD | -19.4% | +12.3% | -31.8% | -31.5% |
| 1Y | -9.0% | +12.5% | -21.5% | -22.6% |
| 3Y | -10.3% | +79.2% | -89.5% | -61.3% |
| 5Y | -38.4% | +75.7% | -114.1% | -70.1% |
| All | +954.3% | +244.2% | +710.1% | +139.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling