-72.7%
MNTK vs VOO
+82.8%
-155.5%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +2.5% |
| 7D | +18.4% | -0.8% | +19.2% | +19.4% |
| 30D | +41.9% | -1.1% | +43.0% | +44.0% |
| 3M | +63.0% | +3.9% | +59.1% | +55.4% |
| 6M | +93.4% | +13.6% | +79.8% | +64.6% |
| YTD | +58.1% | +12.7% | +45.4% | +35.6% |
| 1Y | +25.7% | +17.6% | +8.1% | +3.2% |
| 3Y | -72.4% | +77.3% | -149.7% | -85.2% |
| All | -72.7% | +82.8% | -155.5% | -85.6% |
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 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