+532.8%
MXL vs VOO
+807.8%
-275.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.5% | +8.0% | +8.3% |
| 7D | +19.0% | -0.4% | +19.3% | +19.5% |
| 30D | +4.5% | -1.4% | +5.9% | +7.1% |
| 3M | -1.5% | +3.7% | -5.2% | -5.5% |
| 6M | +348.6% | +13.0% | +335.6% | +277.4% |
| YTD | +310.3% | +12.4% | +297.8% | +249.9% |
| 1Y | +344.7% | +18.6% | +326.1% | +251.6% |
| 3Y | +211.2% | +78.1% | +133.1% | +39.9% |
| 5Y | +34.8% | +82.3% | -47.4% | -36.9% |
| 10Y | +286.5% | +322.5% | -36.0% | -41.5% |
| All | +532.8% | +807.8% | -275.0% | -58.7% |
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