+241.7%
VOO vs MDB
+929.6%
-688.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | +3.3% | +11.6% | -8.3% | +1.8% |
| 30D | -2.7% | -8.9% | +6.2% | -1.7% |
| 3M | -1.7% | -22.4% | +20.7% | +0.5% |
| 6M | +3.1% | +10.1% | -6.9% | -0.1% |
| YTD | +11.9% | -19.0% | +31.0% | +11.7% |
| 1Y | +12.1% | -7.0% | +19.1% | +9.3% |
| 3Y | +78.6% | -9.8% | +88.4% | +66.5% |
| 5Y | +73.8% | -40.1% | +113.9% | +59.2% |
| All | +241.7% | +929.6% | -688.0% | +100.3% |
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