+206.1%
MXL vs VOO
+75.9%
+130.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -1.4% |
| 7D | +16.6% | -2.0% | +18.6% | +22.8% |
| 30D | +0.5% | -1.7% | +2.1% | +5.2% |
| 3M | -3.6% | +4.7% | -8.4% | -12.1% |
| 6M | +328.0% | +12.6% | +315.5% | +231.8% |
| YTD | +297.8% | +11.8% | +286.1% | +215.3% |
| 1Y | +339.4% | +17.5% | +321.9% | +212.4% |
| All | +206.1% | +75.9% | +130.2% | -12.2% |
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