+1,745.6%
MATX vs VOO
+817.1%
+928.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +10.0% | +0.1% | +9.9% | +9.9% |
| 3M | +20.7% | +2.0% | +18.7% | +17.5% |
| 6M | +35.3% | +13.0% | +22.3% | +17.1% |
| YTD | +83.7% | +13.6% | +70.1% | +58.4% |
| 1Y | +118.1% | +20.1% | +98.0% | +76.6% |
| 3Y | +161.7% | +77.6% | +84.1% | +34.6% |
| 5Y | +188.3% | +82.4% | +105.9% | +44.0% |
| 10Y | +538.6% | +316.8% | +221.8% | +20.1% |
| All | +1,745.6% | +817.1% | +928.5% | +25.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling