-34.0%
MAXI vs VOO
+20.9%
-54.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -4.5% |
| 7D | +7.4% | +0.1% | +7.3% | +7.5% |
| 30D | +56.9% | +0.1% | +56.9% | +56.9% |
| 3M | +60.8% | +2.0% | +58.8% | +52.5% |
| 6M | +33.2% | +13.0% | +20.1% | -7.9% |
| YTD | +4.3% | +13.6% | -9.3% | -28.1% |
| 1Y | -34.0% | +20.1% | -54.1% | -59.9% |
| All | -34.0% | +20.9% | -54.9% | -59.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling