-62.4%
MX vs VOO
+80.9%
-143.2%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.2% |
| 7D | -1.6% | +0.1% | -1.7% | -1.8% |
| 30D | -15.8% | +0.1% | -15.9% | -15.9% |
| 3M | -63.9% | +2.0% | -65.9% | -64.4% |
| 6M | +15.3% | +13.0% | +2.3% | +0.5% |
| YTD | +21.2% | +13.6% | +7.6% | +5.2% |
| 1Y | +4.7% | +20.1% | -15.3% | -14.2% |
| All | -62.4% | +80.9% | -143.2% | -76.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling