-48.9%
MAT vs VOO
+308.7%
-357.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.4% | +0.5% | +0.4% |
| 7D | -3.3% | -4.7% | +1.4% | +1.4% |
| 30D | -6.0% | -5.9% | -0.1% | -0.4% |
| 3M | +3.5% | -4.5% | +8.0% | +8.2% |
| 6M | +1.7% | +1.9% | -0.2% | -0.8% |
| YTD | -24.5% | +8.4% | -32.9% | -31.0% |
| 1Y | -21.5% | +9.5% | -30.9% | -28.9% |
| 3Y | -22.9% | +75.3% | -98.2% | -56.6% |
| 5Y | -31.1% | +67.9% | -99.0% | -59.4% |
| All | -48.9% | +308.7% | -357.5% | -88.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling