+69.6%
MMT vs VOO
+321.7%
-252.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.5% |
| 7D | -1.4% | -2.0% | +0.6% | -0.5% |
| 30D | -0.9% | -1.7% | +0.8% | -0.2% |
| 3M | -0.2% | +4.7% | -5.0% | -2.2% |
| 6M | -0.4% | +12.6% | -12.9% | -5.3% |
| YTD | +0.2% | +11.8% | -11.5% | -4.5% |
| 1Y | -0.3% | +17.5% | -17.8% | -7.1% |
| 3Y | +29.2% | +77.0% | -47.8% | -0.4% |
| 5Y | +4.1% | +82.6% | -78.5% | -21.8% |
| All | +69.6% | +321.7% | -252.1% | -15.8% |
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