-56.1%
MUX vs VOO
+817.1%
-873.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.9% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | +1.8% | +0.1% | +1.8% | +1.9% |
| 3M | -5.2% | +2.0% | -7.2% | -6.1% |
| 6M | -22.3% | +13.0% | -35.3% | -29.1% |
| YTD | +8.4% | +13.6% | -5.2% | -1.3% |
| 1Y | +50.1% | +20.1% | +30.0% | +31.0% |
| 3Y | +155.3% | +77.6% | +77.8% | +60.1% |
| 5Y | +68.7% | +82.4% | -13.8% | +3.4% |
| 10Y | -47.7% | +316.8% | -364.5% | -84.9% |
| All | -56.1% | +817.1% | -873.1% | -96.6% |
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