+59.1%
MAYT vs VOO
+92.2%
-33.0%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.1% |
| 7D | -0.3% | -0.8% | +0.4% | +0.1% |
| 30D | -0.1% | -1.1% | +1.0% | +0.5% |
| 3M | +3.1% | +3.9% | -0.8% | +0.8% |
| 6M | +7.2% | +13.6% | -6.4% | -0.7% |
| YTD | +7.9% | +12.7% | -4.8% | +0.4% |
| 1Y | +10.9% | +17.6% | -6.7% | +0.4% |
| 3Y | +50.0% | +77.3% | -27.3% | +3.0% |
| All | +59.1% | +92.2% | -33.0% | +3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling