-5.6%
MDB vs VOO
+79.1%
-84.8%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -2.5% |
| 7D | -18.0% | +0.5% | -18.6% | -18.8% |
| 30D | -10.7% | -0.9% | -9.8% | -9.0% |
| 3M | +1.0% | +3.9% | -2.9% | -5.3% |
| 6M | +31.6% | +14.5% | +17.1% | +3.8% |
| YTD | -15.2% | +13.0% | -28.1% | -30.8% |
| 1Y | +10.1% | +19.4% | -9.3% | -18.5% |
| 3Y | -5.6% | +78.9% | -84.5% | -66.0% |
| All | -5.6% | +79.1% | -84.8% | -66.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling