-77.9%
MX vs VOO
+686.0%
-764.0%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.1% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -15.8% | +0.1% | -15.9% | -15.8% |
| 3M | -63.9% | +2.0% | -65.9% | -64.1% |
| 6M | +15.3% | +13.0% | +2.3% | +3.7% |
| YTD | +21.2% | +13.6% | +7.6% | +8.7% |
| 1Y | +4.7% | +20.1% | -15.3% | -10.8% |
| 3Y | -62.3% | +77.6% | -139.9% | -78.2% |
| 5Y | -82.8% | +82.4% | -165.2% | -90.4% |
| 10Y | -64.6% | +316.8% | -381.4% | -91.6% |
| All | -77.9% | +686.0% | -764.0% | -97.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling