+217.5%
MVBF vs VOO
+604.5%
-387.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.5% |
| 7D | -0.7% | -0.4% | -0.3% | -0.4% |
| 30D | +3.4% | -1.4% | +4.7% | +4.3% |
| 3M | +10.1% | +3.7% | +6.4% | +7.1% |
| 6M | +21.7% | +13.0% | +8.7% | +11.3% |
| YTD | +20.8% | +12.4% | +8.3% | +11.0% |
| 1Y | +32.1% | +18.6% | +13.5% | +16.7% |
| 3Y | +47.6% | +78.1% | -30.4% | -0.4% |
| 5Y | -9.8% | +82.3% | -92.0% | -40.6% |
| 10Y | +191.8% | +322.5% | -130.7% | +36.3% |
| All | +217.5% | +604.5% | -387.0% | +38.4% |
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