-79.9%
MX vs VOO
+674.7%
-754.6%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.4% |
| 7D | +37.6% | +3.3% | +34.3% | +33.2% |
| 30D | -0.7% | -2.7% | +2.0% | +3.5% |
| 3M | -26.2% | -1.7% | -24.4% | -23.8% |
| 6M | -28.4% | +3.1% | -31.5% | -28.7% |
| YTD | +10.6% | +11.9% | -1.4% | +2.1% |
| 1Y | +17.0% | +12.1% | +4.9% | +8.2% |
| 3Y | -58.9% | +78.6% | -137.5% | -76.0% |
| 5Y | -84.5% | +73.8% | -158.3% | -90.8% |
| 10Y | -49.2% | +312.3% | -361.5% | -87.6% |
| All | -79.9% | +674.7% | -754.6% | -97.2% |
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