+182.9%
MRBK vs VOO
+239.0%
-56.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | +0.8% | -0.4% | +1.2% | +1.0% |
| 30D | +1.3% | -1.4% | +2.7% | +1.9% |
| 3M | +2.2% | +3.7% | -1.5% | +0.6% |
| 6M | +5.0% | +13.0% | -8.0% | -0.1% |
| YTD | +14.1% | +12.4% | +1.7% | +8.8% |
| 1Y | +31.3% | +18.6% | +12.7% | +22.7% |
| 3Y | +87.7% | +78.1% | +9.7% | +52.9% |
| 5Y | +74.4% | +82.3% | -7.9% | +40.0% |
| All | +182.9% | +239.0% | -56.1% | +87.2% |
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 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