-63.4%
MAX vs VOO
+149.9%
-213.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.8% |
| 7D | -3.3% | -0.8% | -2.5% | -2.4% |
| 30D | -9.3% | -1.1% | -8.2% | -8.1% |
| 3M | +24.6% | +3.9% | +20.7% | +18.5% |
| 6M | +18.0% | +13.6% | +4.4% | -0.8% |
| YTD | -10.0% | +12.7% | -22.7% | -23.4% |
| 1Y | -9.5% | +17.6% | -27.1% | -27.3% |
| 3Y | +45.8% | +77.3% | -31.5% | -33.6% |
| 5Y | -45.9% | +84.1% | -130.0% | -75.8% |
| All | -63.4% | +149.9% | -213.3% | -88.7% |
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