-43.0%
MATW vs VOO
+72.6%
-115.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | -2.7% | +2.6% | -5.3% | -4.9% |
| 30D | +0.6% | -2.0% | +2.6% | +2.3% |
| 3M | -18.8% | -2.8% | -16.0% | -17.0% |
| 6M | -31.6% | +2.2% | -33.8% | -33.3% |
| YTD | -25.9% | +11.5% | -37.4% | -33.2% |
| 1Y | -23.7% | +13.5% | -37.2% | -32.3% |
| 3Y | -43.3% | +78.1% | -121.4% | -65.7% |
| All | -43.0% | +72.6% | -115.6% | -64.2% |
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 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