+317.6%
VOO vs MXL
+313.4%
+4.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.5% | -6.7% | -0.1% |
| 7D | -0.8% | +18.9% | -19.6% | -3.1% |
| 30D | -1.1% | +0.3% | -1.4% | -1.6% |
| 3M | +3.9% | -8.0% | +11.9% | +1.9% |
| 6M | +13.6% | +341.2% | -327.6% | -17.5% |
| YTD | +12.7% | +327.8% | -315.1% | -18.2% |
| 1Y | +17.6% | +364.9% | -347.3% | -16.7% |
| 3Y | +77.3% | +229.2% | -151.9% | +20.9% |
| 5Y | +84.1% | +42.8% | +41.4% | +40.5% |
| All | +317.6% | +313.4% | +4.2% | +121.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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