+44.9%
MAX vs VOO
+77.0%
-32.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.2% |
| 7D | -7.6% | -0.4% | -7.2% | -7.3% |
| 30D | -14.5% | -1.4% | -13.1% | -13.4% |
| 3M | +24.4% | +3.7% | +20.7% | +20.0% |
| 6M | +16.0% | +13.0% | +3.0% | +2.1% |
| YTD | -10.6% | +12.4% | -23.0% | -20.6% |
| 1Y | -12.9% | +18.6% | -31.5% | -27.0% |
| All | +44.9% | +77.0% | -32.0% | -19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling