-91.5%
MXCT vs VOO
+75.1%
-166.6%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -3.9% | -4.5% |
| 7D | -20.9% | -0.9% | -20.0% | -19.8% |
| 30D | +10.6% | -2.3% | +12.9% | +14.3% |
| 3M | -11.3% | -1.2% | -10.1% | -9.8% |
| 6M | +34.6% | +3.3% | +31.3% | +29.3% |
| YTD | -29.0% | +12.3% | -41.4% | -39.6% |
| 1Y | -29.0% | +12.5% | -41.5% | -39.7% |
| 3Y | -66.6% | +79.2% | -145.7% | -85.8% |
| 5Y | -91.5% | +75.7% | -167.1% | -96.3% |
| All | -91.5% | +75.1% | -166.6% | -96.3% |
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