-28.3%
MAT vs VOO
+75.2%
-103.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +0.3% |
| 7D | +1.9% | -0.7% | +2.6% | +2.6% |
| 30D | -3.0% | -1.1% | -1.9% | -2.1% |
| 3M | +4.8% | -0.3% | +5.1% | +5.0% |
| 6M | +4.8% | +7.4% | -2.5% | -2.9% |
| YTD | -21.5% | +13.4% | -34.9% | -31.4% |
| 1Y | -15.1% | +14.8% | -29.9% | -26.6% |
| 3Y | -19.8% | +83.3% | -103.1% | -57.3% |
| All | -28.3% | +75.2% | -103.5% | -61.1% |
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