-60.0%
MATW vs VOO
+317.9%
-377.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | -0.5% |
| 7D | -1.1% | +0.1% | -1.2% | -1.3% |
| 30D | +5.7% | -3.3% | +9.1% | +9.2% |
| 3M | -16.1% | -2.4% | -13.7% | -14.3% |
| 6M | -28.7% | +2.6% | -31.3% | -31.0% |
| YTD | -22.4% | +11.3% | -33.7% | -30.8% |
| 1Y | -11.0% | +13.4% | -24.4% | -22.4% |
| 3Y | -39.1% | +80.3% | -119.3% | -66.8% |
| 5Y | -40.6% | +72.7% | -113.3% | -66.3% |
| 10Y | -60.0% | +310.0% | -370.0% | -90.8% |
| All | -60.0% | +317.9% | -377.9% | -90.8% |
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 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