-93.2%
MXCT vs VOO
+87.3%
-180.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.4% | -3.8% |
| 7D | -9.4% | -0.8% | -8.6% | -8.3% |
| 30D | -8.7% | -1.1% | -7.6% | -7.1% |
| 3M | +5.5% | +3.9% | +1.6% | +0.3% |
| 6M | +43.6% | +13.6% | +29.9% | +20.5% |
| YTD | -25.2% | +12.7% | -37.9% | -36.6% |
| 1Y | -21.6% | +17.6% | -39.2% | -37.2% |
| 3Y | -69.6% | +77.3% | -147.0% | -86.8% |
| 5Y | -92.4% | +84.1% | -176.6% | -96.8% |
| All | -93.2% | +87.3% | -180.5% | -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 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