-46.7%
MX vs VOO
+314.4%
-361.1%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.0% | +1.3% | +15.7% | +15.5% |
| 7D | +22.8% | -0.9% | +23.7% | +25.2% |
| 30D | +3.5% | -2.3% | +5.8% | +7.5% |
| 3M | -24.1% | -1.2% | -22.9% | -22.1% |
| 6M | -31.2% | +3.3% | -34.5% | -31.6% |
| YTD | +16.1% | +12.3% | +3.8% | +6.8% |
| 1Y | +27.6% | +12.5% | +15.1% | +17.4% |
| 3Y | -56.9% | +79.2% | -136.0% | -74.7% |
| 5Y | -83.8% | +75.7% | -159.5% | -90.4% |
| 10Y | -46.7% | +313.7% | -360.3% | -87.8% |
| All | -46.7% | +314.4% | -361.1% | -87.8% |
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