-12.8%
MXC vs VOO
+78.5%
-91.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.1% |
| 7D | +11.1% | +2.6% | +8.5% | +12.5% |
| 30D | -0.2% | -2.0% | +1.8% | -1.1% |
| 3M | +4.8% | -2.8% | +7.6% | +3.5% |
| 6M | +9.2% | +2.2% | +7.0% | +10.8% |
| YTD | +1.1% | +11.5% | -10.4% | +8.5% |
| 1Y | +10.1% | +13.5% | -3.4% | +18.9% |
| 3Y | -12.8% | +78.1% | -90.9% | +23.9% |
| All | -12.8% | +78.5% | -91.3% | +23.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling