+242.8%
VOO vs MDB
+924.6%
-681.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.6% | +1.0% |
| 7D | -0.9% | +3.0% | -3.9% | -1.3% |
| 30D | -2.3% | -11.3% | +9.0% | -1.1% |
| 3M | -1.2% | -23.0% | +21.8% | +1.2% |
| 6M | +3.3% | +14.8% | -11.4% | -0.4% |
| YTD | +12.3% | -19.4% | +31.8% | +12.1% |
| 1Y | +12.5% | -9.0% | +21.5% | +10.0% |
| 3Y | +79.2% | -10.3% | +89.5% | +67.1% |
| 5Y | +75.7% | -38.4% | +114.1% | +60.2% |
| All | +242.8% | +924.6% | -681.8% | +101.1% |
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