+40.4%
MXL vs VOO
+82.8%
-42.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.8% | +6.7% | +5.6% |
| 7D | +18.9% | -0.8% | +19.6% | +20.9% |
| 30D | +0.3% | -1.1% | +1.4% | +3.0% |
| 3M | -8.0% | +3.9% | -11.9% | -13.6% |
| 6M | +341.2% | +13.6% | +327.6% | +246.8% |
| YTD | +327.8% | +12.7% | +315.1% | +244.0% |
| 1Y | +364.9% | +17.6% | +347.3% | +246.2% |
| 3Y | +229.2% | +77.3% | +151.9% | +16.5% |
| All | +40.4% | +82.8% | -42.4% | -46.8% |
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