-71.2%
MATH vs VOO
+17.3%
-88.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.8% |
| 7D | +11.6% | -2.0% | +13.6% | +13.6% |
| 30D | +3.6% | -1.7% | +5.2% | +5.0% |
| 3M | -11.4% | +4.7% | -16.2% | -15.4% |
| 6M | -21.8% | +12.6% | -34.4% | -31.1% |
| YTD | -55.7% | +11.8% | -67.5% | -60.3% |
| 1Y | -71.2% | +17.5% | -88.7% | -73.7% |
| All | -71.2% | +17.3% | -88.5% | -73.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling