-98.7%
MOBX vs VOO
+84.5%
-183.2%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +36.6% | -0.6% | +37.1% | +36.6% |
| 7D | +5.0% | +0.5% | +4.4% | +4.9% |
| 30D | -25.7% | -0.9% | -24.8% | -25.7% |
| 3M | -45.0% | +3.9% | -48.9% | -45.0% |
| 6M | -87.8% | +14.5% | -102.3% | -87.7% |
| YTD | -52.4% | +13.0% | -65.4% | -52.3% |
| 1Y | -88.7% | +19.4% | -108.1% | -88.8% |
| 3Y | -98.9% | +78.9% | -177.7% | -98.9% |
| 5Y | -98.7% | +82.3% | -181.0% | -98.8% |
| All | -98.7% | +84.5% | -183.2% | -98.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling