-54.6%
MATV vs VOO
+72.0%
-126.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.3% | +2.6% | +2.1% |
| 7D | +6.0% | +0.1% | +5.9% | +5.6% |
| 30D | +5.9% | -3.3% | +9.2% | +9.9% |
| 3M | -3.9% | -2.4% | -1.5% | -1.6% |
| 6M | +35.8% | +2.6% | +33.2% | +30.6% |
| YTD | +4.2% | +11.3% | -7.1% | -9.4% |
| 1Y | +5.4% | +13.4% | -8.0% | -10.3% |
| 3Y | +0.5% | +80.3% | -79.8% | -45.5% |
| 5Y | -54.6% | +72.7% | -127.3% | -74.8% |
| All | -54.6% | +72.0% | -126.5% | -74.8% |
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