+1,652.8%
MATX vs VOO
+775.2%
+877.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.4% | +5.7% | +6.3% |
| 7D | -5.6% | -4.7% | -0.9% | -0.7% |
| 30D | -4.7% | -5.9% | +1.2% | +1.7% |
| 3M | +4.4% | -4.5% | +9.0% | +9.5% |
| 6M | +14.9% | +1.9% | +13.0% | +11.3% |
| YTD | +74.5% | +8.4% | +66.1% | +57.8% |
| 1Y | +96.9% | +9.5% | +87.5% | +76.1% |
| 3Y | +149.7% | +75.3% | +74.4% | +29.6% |
| 5Y | +155.0% | +67.9% | +87.2% | +39.8% |
| 10Y | +540.7% | +314.4% | +226.2% | +20.3% |
| All | +1,652.8% | +775.2% | +877.6% | +24.6% |
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