+91.9%
MATX vs VOO
+12.4%
+79.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.3% | -4.3% | -3.7% |
| 7D | -5.8% | +0.1% | -5.9% | -6.3% |
| 30D | -7.8% | -3.3% | -4.5% | -5.2% |
| 3M | +0.7% | -2.4% | +3.1% | +2.5% |
| 6M | +14.1% | +2.6% | +11.5% | +9.6% |
| YTD | +69.5% | +11.3% | +58.2% | +47.3% |
| All | +91.9% | +12.4% | +79.5% | +66.5% |
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 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