-82.3%
MX vs VOO
+82.3%
-164.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.5% | +1.6% |
| 7D | +2.3% | +0.5% | +1.8% | +1.6% |
| 30D | -21.6% | -0.9% | -20.7% | -20.8% |
| 3M | -54.7% | +3.9% | -58.6% | -56.2% |
| 6M | +13.5% | +14.5% | -1.1% | +0.9% |
| YTD | +22.4% | +13.0% | +9.4% | +10.6% |
| 1Y | +3.3% | +19.4% | -16.1% | -10.9% |
| 3Y | -63.6% | +78.9% | -142.4% | -77.2% |
| 5Y | -82.3% | +82.3% | -164.6% | -89.0% |
| All | -82.3% | +82.3% | -164.6% | -89.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling