-56.9%
MATV vs VOO
+82.6%
-139.5%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.6% |
| 7D | +4.4% | +0.1% | +4.3% | +4.2% |
| 30D | +33.4% | +0.1% | +33.3% | +33.3% |
| 3M | +66.2% | +2.0% | +64.2% | +61.8% |
| 6M | +30.1% | +13.0% | +17.1% | +11.7% |
| YTD | +7.4% | +13.6% | -6.2% | -8.3% |
| 1Y | +9.1% | +20.1% | -10.9% | -13.0% |
| 3Y | -14.7% | +77.6% | -92.2% | -53.0% |
| All | -56.9% | +82.6% | -139.5% | -77.0% |
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