-77.0%
MDXH vs VOO
+77.4%
-154.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.4% | +3.5% |
| 7D | -5.7% | -0.8% | -5.0% | -5.0% |
| 30D | +50.0% | -1.1% | +51.1% | +51.6% |
| 3M | +20.1% | +3.9% | +16.2% | +15.7% |
| 6M | -78.7% | +13.6% | -92.3% | -81.3% |
| YTD | -80.3% | +12.7% | -93.0% | -82.4% |
| 1Y | -81.6% | +17.6% | -99.2% | -84.1% |
| 3Y | -77.0% | +77.3% | -154.3% | -87.7% |
| All | -77.0% | +77.4% | -154.4% | -87.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling