-92.4%
MATH vs VOO
+239.2%
-331.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.4% | +5.2% |
| 7D | +3.0% | +2.6% | +0.4% | +2.2% |
| 30D | -4.6% | -2.0% | -2.6% | -4.0% |
| 3M | +27.1% | -2.8% | +29.9% | +28.2% |
| 6M | +8.4% | +2.2% | +6.3% | +7.7% |
| YTD | -50.5% | +11.5% | -62.0% | -52.1% |
| 1Y | -63.1% | +13.5% | -76.6% | -64.5% |
| 3Y | -28.8% | +78.1% | -106.9% | -37.4% |
| 5Y | -37.0% | +73.1% | -110.1% | -43.9% |
| All | -92.4% | +239.2% | -331.6% | -94.9% |
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