-62.9%
MX vs VOO
+315.3%
-378.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.5% | -1.4% |
| 7D | -1.9% | -0.4% | -1.6% | -1.6% |
| 30D | -16.4% | -1.4% | -15.0% | -15.1% |
| 3M | -51.3% | +3.7% | -55.0% | -52.8% |
| 6M | +9.3% | +13.0% | -3.8% | -1.7% |
| YTD | +20.0% | +12.4% | +7.6% | +8.8% |
| 1Y | +1.3% | +18.6% | -17.3% | -12.6% |
| 3Y | -64.3% | +78.1% | -142.3% | -79.3% |
| 5Y | -82.5% | +82.3% | -164.8% | -90.2% |
| 10Y | -62.9% | +322.5% | -385.4% | -92.8% |
| All | -62.9% | +315.3% | -378.2% | -92.8% |
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