-9.8%
MAX vs VOO
+72.9%
-82.7%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.9% |
| 7D | -5.1% | -0.6% | -4.6% | -4.7% |
| 30D | +42.4% | -3.6% | +46.1% | +48.0% |
| 3M | +6.1% | -2.7% | +8.9% | +8.9% |
| 6M | +57.7% | +2.2% | +55.5% | +51.3% |
| YTD | +11.0% | +10.9% | +0.1% | -4.2% |
| 1Y | +11.0% | +11.3% | -0.4% | -4.6% |
| 3Y | +56.4% | +76.9% | -20.5% | -29.2% |
| All | -9.8% | +72.9% | -82.7% | -55.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling