-53.5%
MATV vs VOO
+311.2%
-364.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.6% |
| 7D | -2.8% | +3.3% | -6.1% | -6.1% |
| 30D | +3.2% | -2.7% | +5.9% | +6.0% |
| 3M | -3.1% | -1.7% | -1.4% | -1.6% |
| 6M | +42.2% | +3.1% | +39.1% | +36.9% |
| YTD | +1.9% | +11.9% | -10.1% | -10.3% |
| 1Y | -5.6% | +12.1% | -17.6% | -16.8% |
| 3Y | -0.8% | +78.6% | -79.3% | -43.3% |
| 5Y | -56.0% | +73.8% | -129.8% | -74.4% |
| All | -53.5% | +311.2% | -364.7% | -88.1% |
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 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