+116.2%
MXF vs VOO
+315.3%
-199.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.4% |
| 7D | +1.4% | -0.4% | +1.7% | +1.6% |
| 30D | 0.0% | -1.4% | +1.4% | +1.0% |
| 3M | +4.7% | +3.7% | +1.0% | +1.9% |
| 6M | +7.9% | +13.0% | -5.1% | -1.1% |
| YTD | +13.4% | +12.4% | +1.0% | +4.3% |
| 1Y | +25.9% | +18.6% | +7.3% | +11.3% |
| 3Y | +54.0% | +78.1% | -24.1% | +0.4% |
| 5Y | +82.1% | +82.3% | -0.2% | +15.3% |
| 10Y | +116.2% | +322.5% | -206.3% | -27.3% |
| All | +116.2% | +315.3% | -199.1% | -27.3% |
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 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