+506.7%
MATX vs VOO
+309.9%
+196.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.2% |
| 7D | -5.2% | -2.7% | -2.4% | -2.6% |
| 30D | -4.8% | -5.4% | +0.6% | +0.8% |
| 3M | +2.9% | -4.1% | +7.0% | +7.2% |
| 6M | +16.0% | +0.7% | +15.3% | +14.0% |
| YTD | +72.9% | +8.7% | +64.2% | +56.2% |
| 1Y | +98.0% | +11.0% | +87.0% | +74.8% |
| 3Y | +140.5% | +75.5% | +65.0% | +27.0% |
| 5Y | +152.7% | +68.4% | +84.4% | +40.4% |
| All | +506.7% | +309.9% | +196.8% | +29.5% |
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