-31.7%
MAT vs VOO
+67.9%
-99.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.2% |
| 7D | -0.5% | -2.7% | +2.3% | +2.2% |
| 30D | -6.2% | -5.4% | -0.9% | -1.2% |
| 3M | +5.9% | -4.1% | +10.0% | +10.1% |
| 6M | +1.8% | +0.7% | +1.0% | +0.3% |
| YTD | -22.6% | +8.7% | -31.4% | -29.6% |
| 1Y | -17.8% | +11.0% | -28.7% | -26.7% |
| 3Y | -20.2% | +75.5% | -95.6% | -55.7% |
| All | -31.7% | +67.9% | -99.6% | -61.5% |
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 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