-22.0%
MATH vs VOO
+77.8%
-99.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.6% | +6.2% | +6.0% |
| 7D | +28.7% | +0.5% | +28.2% | +28.2% |
| 30D | +15.3% | -0.9% | +16.3% | +16.0% |
| 3M | +12.8% | +3.9% | +8.9% | +9.6% |
| 6M | -14.2% | +14.5% | -28.7% | -22.2% |
| YTD | -51.0% | +13.0% | -63.9% | -55.1% |
| 1Y | -67.9% | +19.4% | -87.3% | -71.6% |
| All | -22.0% | +77.8% | -99.8% | -21.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling