+143.0%
MMT vs VOO
+810.0%
-667.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.7% |
| 7D | -2.9% | -0.8% | -2.2% | -2.7% |
| 30D | -2.5% | -1.1% | -1.4% | -2.1% |
| 3M | -2.0% | +3.9% | -5.9% | -3.4% |
| 6M | -1.7% | +13.6% | -15.4% | -6.4% |
| YTD | -1.2% | +12.7% | -13.9% | -5.6% |
| 1Y | -1.7% | +17.6% | -19.2% | -7.6% |
| 3Y | +27.7% | +77.3% | -49.6% | +1.9% |
| 5Y | +2.7% | +84.1% | -81.5% | -20.1% |
| 10Y | +67.0% | +323.5% | -256.5% | -4.4% |
| All | +143.0% | +810.0% | -667.1% | +15.0% |
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