-65.5%
MXCT vs VOO
+79.1%
-144.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.4% |
| 7D | +2.8% | +0.5% | +2.3% | +2.0% |
| 30D | +8.1% | -0.9% | +9.0% | +9.6% |
| 3M | +10.9% | +3.9% | +7.0% | +5.5% |
| 6M | +63.0% | +14.5% | +48.5% | +36.8% |
| YTD | -17.7% | +13.0% | -30.7% | -29.7% |
| 1Y | -9.6% | +19.4% | -29.0% | -28.0% |
| 3Y | -65.5% | +78.9% | -144.4% | -86.5% |
| All | -65.5% | +79.1% | -144.7% | -86.5% |
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