-93.2%
MATH vs VOO
+239.9%
-333.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.1% |
| 7D | +11.6% | -2.0% | +13.6% | +12.3% |
| 30D | +3.6% | -1.7% | +5.2% | +4.1% |
| 3M | -11.4% | +4.7% | -16.2% | -12.6% |
| 6M | -21.8% | +12.6% | -34.4% | -24.6% |
| YTD | -55.7% | +11.8% | -67.5% | -57.2% |
| 1Y | -71.2% | +17.5% | -88.7% | -72.5% |
| 3Y | -32.1% | +77.0% | -109.1% | -40.3% |
| 5Y | -30.1% | +82.6% | -112.7% | -38.5% |
| All | -93.2% | +239.9% | -333.1% | -95.4% |
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