-57.7%
MUX vs VOO
+311.2%
-368.9%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.6% | -5.7% |
| 7D | -19.6% | +3.3% | -22.9% | -21.7% |
| 30D | -29.2% | -2.7% | -26.5% | -27.4% |
| 3M | -37.6% | -1.7% | -35.9% | -36.4% |
| 6M | -54.3% | +3.1% | -57.4% | -54.9% |
| YTD | -35.4% | +11.9% | -47.4% | -39.7% |
| 1Y | -32.4% | +12.1% | -44.4% | -36.8% |
| 3Y | +76.0% | +78.6% | -2.6% | +17.7% |
| 5Y | +1.3% | +73.8% | -72.5% | -32.0% |
| All | -57.7% | +311.2% | -368.9% | -80.1% |
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