+1,111.6%
MKTX vs VOO
+807.8%
+303.7%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.3% |
| 7D | +0.3% | -0.4% | +0.6% | +0.5% |
| 30D | +1.0% | -1.4% | +2.3% | +2.0% |
| 3M | +40.8% | +3.7% | +37.1% | +36.9% |
| 6M | -10.9% | +13.0% | -23.9% | -19.3% |
| YTD | -8.6% | +12.4% | -21.0% | -17.0% |
| 1Y | -11.6% | +18.6% | -30.2% | -23.3% |
| 3Y | -24.5% | +78.1% | -102.6% | -55.0% |
| 5Y | -60.7% | +82.3% | -143.0% | -77.1% |
| 10Y | +5.1% | +322.5% | -317.4% | -73.7% |
| All | +1,111.6% | +807.8% | +303.7% | +16.7% |
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 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