-69.5%
MDXG vs VOO
+81.6%
-151.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.8% |
| 7D | +2.9% | -0.4% | +3.2% | +3.2% |
| 30D | +9.6% | -1.4% | +11.0% | +11.4% |
| 3M | +26.1% | +3.7% | +22.4% | +20.1% |
| 6M | +3.8% | +13.0% | -9.3% | -11.4% |
| YTD | -30.9% | +12.4% | -43.3% | -40.6% |
| 1Y | -34.3% | +18.6% | -52.9% | -47.2% |
| 3Y | -41.1% | +78.1% | -119.1% | -74.1% |
| 5Y | -69.5% | +82.3% | -151.8% | -86.8% |
| All | -69.5% | +81.6% | -151.1% | -86.8% |
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 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