-92.6%
MXCT vs VOO
+81.6%
-174.1%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.9% | -3.6% |
| 7D | -3.9% | -0.4% | -3.6% | -3.4% |
| 30D | +0.8% | -1.4% | +2.2% | +3.0% |
| 3M | +2.5% | +3.7% | -1.2% | -2.4% |
| 6M | +58.4% | +13.0% | +45.4% | +34.1% |
| YTD | -21.3% | +12.4% | -33.7% | -33.0% |
| 1Y | -14.1% | +18.6% | -32.7% | -31.9% |
| 3Y | -67.0% | +78.1% | -145.1% | -85.7% |
| 5Y | -92.6% | +82.3% | -174.8% | -96.9% |
| All | -92.6% | +81.6% | -174.1% | -96.9% |
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 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