-82.2%
MX vs VOO
+670.1%
-752.3%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.3% | +3.6% | +3.3% |
| 7D | +1.2% | +0.1% | +1.1% | +1.8% |
| 30D | -19.9% | -3.3% | -16.6% | -16.0% |
| 3M | -37.2% | -2.4% | -34.8% | -34.8% |
| 6M | -44.8% | +2.6% | -47.4% | -44.8% |
| YTD | -2.0% | +11.3% | -13.2% | -9.1% |
| 1Y | +10.1% | +13.4% | -3.3% | +0.4% |
| 3Y | -63.9% | +80.3% | -144.2% | -79.1% |
| 5Y | -86.3% | +72.7% | -159.0% | -91.8% |
| 10Y | -56.1% | +310.0% | -366.2% | -89.3% |
| All | -82.2% | +670.1% | -752.3% | -97.5% |
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