+241.1%
VOO vs MDB
+1,032.9%
-791.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.3% | -4.9% | -1.2% |
| 7D | -2.0% | -2.8% | +0.8% | -1.7% |
| 30D | -1.7% | -14.9% | +13.2% | 0.0% |
| 3M | +4.7% | +7.3% | -2.6% | +3.0% |
| 6M | +12.6% | +38.2% | -25.6% | +6.2% |
| YTD | +11.8% | -10.9% | +22.7% | +10.8% |
| 1Y | +17.5% | +11.6% | +5.9% | +12.5% |
| 3Y | +77.0% | -0.9% | +77.9% | +63.6% |
| 5Y | +82.6% | -23.5% | +106.1% | +62.4% |
| All | +241.1% | +1,032.9% | -791.8% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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