+221.9%
MXC vs VOO
+321.7%
-99.8%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.6% | +5.4% | +5.0% |
| 7D | +5.9% | -2.0% | +7.9% | +6.9% |
| 30D | +18.4% | -1.7% | +20.1% | +19.4% |
| 3M | +27.1% | +4.7% | +22.3% | +24.0% |
| 6M | -0.6% | +12.6% | -13.1% | -6.8% |
| YTD | +14.9% | +11.8% | +3.1% | +7.7% |
| 1Y | +29.4% | +17.5% | +11.8% | +18.1% |
| 3Y | -6.8% | +77.0% | -83.8% | -36.4% |
| 5Y | +31.1% | +82.6% | -51.5% | -14.8% |
| All | +221.9% | +321.7% | -99.8% | -28.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling