+91.2%
MATX vs VOO
+12.0%
+79.2%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.1% |
| 7D | -6.4% | -0.6% | -5.8% | -6.4% |
| 30D | -8.1% | -3.6% | -4.5% | -5.3% |
| 3M | -0.6% | -2.7% | +2.1% | +1.5% |
| 6M | +13.7% | +2.2% | +11.5% | +9.5% |
| YTD | +68.9% | +10.9% | +58.0% | +47.1% |
| 1Y | +91.2% | +11.3% | +79.9% | +66.3% |
| All | +91.2% | +12.0% | +79.2% | +66.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling