+53.6%
MUX vs VOO
+21.4%
+32.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.0% | -0.6% |
| 7D | -5.2% | +0.3% | -5.4% | -5.7% |
| 30D | +10.0% | +0.2% | +9.8% | +9.5% |
| 3M | -1.5% | +2.8% | -4.3% | -6.7% |
| 6M | -19.7% | +14.3% | -33.9% | -38.7% |
| YTD | +11.0% | +14.0% | -3.1% | -14.9% |
| All | +53.6% | +21.4% | +32.3% | -1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling