+4.6%
MKTX vs VOO
+325.3%
-320.7%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.6% |
| 7D | -0.2% | -0.8% | +0.5% | +0.3% |
| 30D | +0.7% | -1.1% | +1.8% | +1.4% |
| 3M | +40.8% | +3.9% | +36.9% | +37.4% |
| 6M | -8.0% | +13.6% | -21.6% | -15.6% |
| YTD | -8.7% | +12.7% | -21.4% | -15.9% |
| 1Y | -11.8% | +17.6% | -29.4% | -21.3% |
| 3Y | -24.0% | +77.3% | -101.4% | -51.2% |
| 5Y | -60.3% | +84.1% | -144.4% | -75.3% |
| All | +4.6% | +325.3% | -320.7% | -71.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling