-9.5%
MXC vs VOO
+72.6%
-82.0%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.3% |
| 7D | +11.1% | +2.6% | +8.5% | +11.2% |
| 30D | -0.2% | -2.0% | +1.8% | -0.3% |
| 3M | +4.8% | -2.8% | +7.6% | +4.7% |
| 6M | +9.2% | +2.2% | +7.0% | +9.3% |
| YTD | +1.1% | +11.5% | -10.4% | +1.7% |
| 1Y | +10.1% | +13.5% | -3.4% | +10.6% |
| 3Y | -12.8% | +78.1% | -90.9% | -18.8% |
| All | -9.5% | +72.6% | -82.0% | -21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling