+1,029.4%
MDB vs VOO
+245.4%
+784.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -4.0% | -4.4% |
| 7D | -1.8% | -0.8% | -1.0% | -0.7% |
| 30D | -17.3% | -1.1% | -16.2% | -15.8% |
| 3M | +2.2% | +3.9% | -1.7% | -3.5% |
| 6M | +33.9% | +13.6% | +20.2% | +9.9% |
| YTD | -13.7% | +12.7% | -26.4% | -27.7% |
| 1Y | +9.1% | +17.6% | -8.5% | -14.3% |
| 3Y | -8.1% | +77.3% | -85.5% | -60.0% |
| 5Y | -25.9% | +84.1% | -110.0% | -66.3% |
| All | +1,029.4% | +245.4% | +784.0% | +152.9% |
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