-94.2%
MDXH vs VOO
+75.3%
-169.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.8% |
| 7D | -2.5% | -0.4% | -2.2% | -2.3% |
| 30D | +52.4% | -1.4% | +53.8% | +53.8% |
| 3M | +21.6% | +3.7% | +17.9% | +18.8% |
| 6M | -79.5% | +13.0% | -92.6% | -81.1% |
| YTD | -80.6% | +12.4% | -93.1% | -82.0% |
| 1Y | -80.5% | +18.6% | -99.0% | -82.3% |
| 3Y | -77.1% | +78.1% | -155.1% | -83.0% |
| All | -94.2% | +75.3% | -169.5% | -95.8% |
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 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