-39.1%
MATW vs VOO
+78.4%
-117.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | -0.4% |
| 7D | -1.1% | +0.1% | -1.2% | -1.3% |
| 30D | +5.7% | -3.3% | +9.1% | +9.0% |
| 3M | -16.1% | -2.4% | -13.7% | -14.4% |
| 6M | -28.7% | +2.6% | -31.3% | -31.0% |
| YTD | -22.4% | +11.3% | -33.7% | -30.9% |
| 1Y | -11.0% | +13.4% | -24.4% | -22.5% |
| 3Y | -39.1% | +80.3% | -119.3% | -71.4% |
| All | -39.1% | +78.4% | -117.5% | -71.4% |
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