-12.6%
MATV vs VOO
+77.8%
-90.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.8% |
| 7D | +4.4% | +0.1% | +4.3% | +4.2% |
| 30D | +33.4% | +0.1% | +33.3% | +33.2% |
| 3M | +66.2% | +2.0% | +64.2% | +59.9% |
| 6M | +30.1% | +13.0% | +17.1% | +4.5% |
| YTD | +7.4% | +13.6% | -6.2% | -14.6% |
| 1Y | +9.1% | +20.1% | -10.9% | -21.9% |
| All | -12.6% | +77.8% | -90.4% | -70.2% |
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