-53.8%
MAX vs VOO
+147.3%
-201.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.2% |
| 7D | +3.6% | +2.6% | +1.0% | +0.5% |
| 30D | +38.3% | -2.0% | +40.2% | +41.0% |
| 3M | +10.9% | -2.8% | +13.6% | +13.9% |
| 6M | +73.7% | +2.2% | +71.5% | +66.8% |
| YTD | +13.6% | +11.5% | +2.1% | -2.7% |
| 1Y | +15.2% | +13.5% | +1.7% | -3.6% |
| 3Y | +63.3% | +78.1% | -14.8% | -26.8% |
| 5Y | -14.9% | +73.1% | -88.0% | -58.9% |
| All | -53.8% | +147.3% | -201.1% | -85.7% |
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