+73.2%
MUX vs VOO
+82.3%
-9.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.7% |
| 7D | +5.8% | +0.5% | +5.3% | +5.2% |
| 30D | +5.6% | -0.9% | +6.6% | +6.9% |
| 3M | +10.2% | +3.9% | +6.3% | +6.0% |
| 6M | -16.2% | +14.5% | -30.8% | -26.8% |
| YTD | +9.5% | +13.0% | -3.4% | -2.5% |
| 1Y | +47.2% | +19.4% | +27.8% | +24.3% |
| 3Y | +192.5% | +78.9% | +113.6% | +59.1% |
| 5Y | +73.2% | +82.3% | -9.0% | -14.7% |
| All | +73.2% | +82.3% | -9.1% | -14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling