+173.6%
MXF vs VOO
+806.9%
-633.3%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.4% |
| 7D | +1.9% | -0.9% | +2.8% | +2.5% |
| 30D | +6.3% | -2.3% | +8.7% | +8.1% |
| 3M | -0.3% | -1.2% | +0.8% | +0.4% |
| 6M | -0.3% | +3.3% | -3.6% | -3.1% |
| YTD | +12.6% | +12.3% | +0.2% | +2.4% |
| 1Y | +15.5% | +12.5% | +3.0% | +5.0% |
| 3Y | +55.2% | +79.2% | -24.0% | -4.3% |
| 5Y | +85.4% | +75.7% | +9.8% | +14.4% |
| 10Y | +140.9% | +313.7% | -172.8% | -32.7% |
| All | +173.6% | +806.9% | -633.3% | -62.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling