-93.0%
MXCT vs VOO
+86.1%
-179.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.3% | +8.5% | +8.7% |
| 7D | -9.2% | +3.3% | -12.4% | -13.3% |
| 30D | +23.4% | -2.7% | +26.1% | +28.2% |
| 3M | -6.3% | -1.7% | -4.6% | -4.0% |
| 6M | +44.8% | +3.1% | +41.7% | +39.4% |
| YTD | -23.2% | +11.9% | -35.2% | -34.4% |
| 1Y | -24.7% | +12.1% | -36.7% | -35.7% |
| 3Y | -63.8% | +78.6% | -142.4% | -84.5% |
| 5Y | -90.5% | +73.8% | -164.3% | -95.8% |
| All | -93.0% | +86.1% | -179.1% | -97.1% |
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