+27.6%
MX vs VOO
+13.0%
+14.6%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.0% | +1.3% | +15.7% | +13.0% |
| 7D | +22.8% | -0.9% | +23.7% | +28.2% |
| 30D | +3.5% | -2.3% | +5.8% | +13.6% |
| 3M | -24.1% | -1.2% | -22.9% | -19.8% |
| 6M | -31.2% | +3.3% | -34.5% | -33.9% |
| YTD | +16.1% | +12.3% | +3.8% | -4.9% |
| 1Y | +27.6% | +12.5% | +15.1% | +5.0% |
| All | +27.6% | +13.0% | +14.6% | +5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling