+613.9%
MMT vs VOO
+311.2%
+302.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.1% |
| 7D | +297.2% | +3.3% | +293.9% | +293.8% |
| 30D | +310.6% | -2.7% | +313.3% | +316.6% |
| 3M | +291.0% | -1.7% | +292.8% | +295.0% |
| 6M | +291.8% | +3.1% | +288.6% | +287.7% |
| YTD | +296.3% | +11.9% | +284.4% | +278.6% |
| 1Y | +296.2% | +12.1% | +284.1% | +278.1% |
| 3Y | +419.7% | +78.6% | +341.1% | +301.0% |
| 5Y | +302.6% | +73.8% | +228.8% | +211.7% |
| All | +613.9% | +311.2% | +302.8% | +281.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling