+198.4%
MVBF vs VOO
+325.3%
-126.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.7% |
| 7D | +0.3% | -0.8% | +1.1% | +0.9% |
| 30D | +3.0% | -1.1% | +4.1% | +3.9% |
| 3M | +13.9% | +3.9% | +10.1% | +10.1% |
| 6M | +25.4% | +13.6% | +11.7% | +12.1% |
| YTD | +23.5% | +12.7% | +10.8% | +11.2% |
| 1Y | +32.8% | +17.6% | +15.2% | +15.2% |
| 3Y | +54.6% | +77.3% | -22.8% | -4.5% |
| 5Y | -7.7% | +84.1% | -91.9% | -45.5% |
| All | +198.4% | +325.3% | -126.9% | +7.3% |
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 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