+1.3%
MX vs VOO
+18.9%
-17.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.5% | -0.6% |
| 7D | -1.9% | -0.4% | -1.6% | -1.1% |
| 30D | -16.4% | -1.4% | -15.0% | -13.1% |
| 3M | -51.3% | +3.7% | -55.0% | -55.5% |
| 6M | +9.3% | +13.0% | -3.8% | -12.6% |
| YTD | +20.0% | +12.4% | +7.6% | -3.3% |
| 1Y | +1.3% | +18.6% | -17.3% | -23.9% |
| All | +1.3% | +18.9% | -17.5% | -23.9% |
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