+546.3%
MATX vs VOO
+311.2%
+235.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.7% |
| 7D | -0.6% | +3.3% | -3.8% | -4.2% |
| 30D | -9.4% | -2.7% | -6.8% | -7.1% |
| 3M | -0.7% | -1.7% | +1.1% | +0.7% |
| 6M | +19.2% | +3.1% | +16.1% | +14.0% |
| YTD | +73.5% | +11.9% | +61.5% | +51.6% |
| 1Y | +94.5% | +12.1% | +82.5% | +69.8% |
| 3Y | +141.2% | +78.6% | +62.6% | +24.6% |
| 5Y | +140.5% | +73.8% | +66.7% | +28.6% |
| All | +546.3% | +311.2% | +235.1% | -2.0% |
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