-98.8%
MOBX vs VOO
+84.1%
-182.9%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -0.5% |
| 7D | +19.4% | -0.8% | +20.1% | +19.4% |
| 30D | -24.5% | -1.1% | -23.4% | -24.5% |
| 3M | -48.4% | +3.9% | -52.3% | -48.4% |
| 6M | -83.5% | +13.6% | -97.1% | -83.4% |
| YTD | -58.4% | +12.7% | -71.1% | -58.3% |
| 1Y | -89.2% | +17.6% | -106.8% | -89.3% |
| 3Y | -99.0% | +77.3% | -176.3% | -99.1% |
| 5Y | -98.9% | +84.1% | -183.0% | -98.9% |
| All | -98.8% | +84.1% | -182.9% | -98.9% |
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