-8.5%
MXC vs VOO
+79.1%
-87.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | -0.1% |
| 7D | +17.3% | +0.5% | +16.7% | +17.5% |
| 30D | +18.5% | -0.9% | +19.5% | +17.9% |
| 3M | +26.5% | +3.9% | +22.6% | +29.2% |
| 6M | -26.5% | +14.5% | -41.0% | -20.7% |
| YTD | +12.7% | +13.0% | -0.2% | +21.2% |
| 1Y | +34.6% | +19.4% | +15.2% | +48.1% |
| 3Y | -8.5% | +78.9% | -87.4% | +30.9% |
| All | -8.5% | +79.1% | -87.7% | +30.9% |
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