+661.6%
MPB vs VOO
+777.9%
-116.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.2% |
| 7D | +2.2% | -2.7% | +4.9% | +4.2% |
| 30D | -2.9% | -5.4% | +2.5% | +1.0% |
| 3M | -8.2% | -4.1% | -4.2% | -5.5% |
| 6M | +6.6% | +0.7% | +5.8% | +5.6% |
| YTD | +14.2% | +8.7% | +5.4% | +6.8% |
| 1Y | +23.7% | +11.0% | +12.7% | +13.9% |
| 3Y | +87.4% | +75.5% | +11.9% | +23.5% |
| 5Y | +32.8% | +68.4% | -35.5% | -10.8% |
| 10Y | +145.8% | +315.7% | -169.9% | +6.0% |
| All | +661.6% | +777.9% | -116.3% | +159.3% |
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