+313.3%
MRX vs VOO
+57.1%
+256.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.9% |
| 7D | +5.7% | -0.4% | +6.0% | +6.0% |
| 30D | +25.3% | -1.4% | +26.7% | +27.0% |
| 3M | +25.5% | +3.7% | +21.7% | +21.2% |
| 6M | +112.1% | +13.0% | +99.1% | +87.7% |
| YTD | +99.2% | +12.4% | +86.8% | +77.3% |
| 1Y | +120.4% | +18.6% | +101.8% | +86.0% |
| All | +313.3% | +57.1% | +256.2% | +175.5% |
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