-62.2%
MAX vs VOO
+151.8%
-214.0%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.9% |
| 7D | -6.2% | +0.1% | -6.3% | -6.4% |
| 30D | -2.3% | +0.1% | -2.3% | -2.3% |
| 3M | +39.3% | +2.0% | +37.3% | +35.0% |
| 6M | +17.6% | +13.0% | +4.5% | -0.5% |
| YTD | -6.9% | +13.6% | -20.5% | -21.5% |
| 1Y | +0.6% | +20.1% | -19.5% | -21.3% |
| 3Y | +43.1% | +77.6% | -34.5% | -34.9% |
| 5Y | -48.3% | +82.4% | -130.7% | -76.6% |
| All | -62.2% | +151.8% | -214.0% | -88.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling