-5.3%
MAT vs VOO
+775.2%
-780.5%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.4% | +0.5% | +0.3% |
| 7D | -3.3% | -4.7% | +1.4% | +1.2% |
| 30D | -6.0% | -5.9% | -0.1% | -0.6% |
| 3M | +3.5% | -4.5% | +8.0% | +8.0% |
| 6M | +1.7% | +1.9% | -0.2% | -0.7% |
| YTD | -24.5% | +8.4% | -32.9% | -30.7% |
| 1Y | -21.5% | +9.5% | -30.9% | -28.5% |
| 3Y | -22.9% | +75.3% | -98.2% | -55.4% |
| 5Y | -31.1% | +67.9% | -99.0% | -58.3% |
| 10Y | -48.2% | +314.4% | -362.6% | -86.2% |
| All | -5.3% | +775.2% | -780.5% | -87.3% |
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