+188.6%
MAXI vs VOO
+122.5%
+66.0%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -1.2% |
| 7D | -7.5% | -0.8% | -6.7% | -6.1% |
| 30D | +51.7% | -1.1% | +52.8% | +55.2% |
| 3M | +49.3% | +3.9% | +45.4% | +39.2% |
| 6M | +33.6% | +13.6% | +20.0% | +5.6% |
| YTD | -3.5% | +12.7% | -16.2% | -21.3% |
| 1Y | -43.7% | +17.6% | -61.3% | -56.5% |
| 3Y | +125.2% | +77.3% | +47.9% | +8.8% |
| All | +188.6% | +122.5% | +66.0% | +7.4% |
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 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