+136.5%
MPB vs VOO
+317.9%
-181.4%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.3% | -1.2% | -1.1% |
| 7D | +1.0% | +0.1% | +0.9% | +0.8% |
| 30D | -1.7% | -3.3% | +1.7% | +1.5% |
| 3M | -6.6% | -2.4% | -4.2% | -4.6% |
| 6M | +7.9% | +2.6% | +5.3% | +4.5% |
| YTD | +15.5% | +11.3% | +4.2% | +3.0% |
| 1Y | +24.9% | +13.4% | +11.5% | +9.2% |
| 3Y | +94.9% | +80.3% | +14.6% | +5.7% |
| 5Y | +36.5% | +72.7% | -36.2% | -23.9% |
| 10Y | +136.5% | +310.0% | -173.5% | -19.2% |
| All | +136.5% | +317.9% | -181.4% | -19.2% |
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