-27.7%
MATH vs VOO
+81.6%
-109.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.5% | -6.1% | -6.4% |
| 7D | +22.7% | -0.4% | +23.1% | +22.9% |
| 30D | +10.6% | -1.4% | +12.0% | +11.1% |
| 3M | -3.1% | +3.7% | -6.8% | -4.5% |
| 6M | -17.8% | +13.0% | -30.8% | -21.4% |
| YTD | -54.2% | +12.4% | -66.6% | -56.1% |
| 1Y | -71.0% | +18.6% | -89.6% | -72.7% |
| 3Y | -29.8% | +78.1% | -107.8% | -36.4% |
| 5Y | -27.7% | +82.3% | -109.9% | -27.3% |
| All | -27.7% | +81.6% | -109.2% | -27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling