-78.7%
MRT vs VOO
+81.9%
-160.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | +0.6% |
| 7D | +2.5% | -0.8% | +3.2% | +2.8% |
| 30D | +12.5% | -1.1% | +13.6% | +13.0% |
| 3M | +14.4% | +3.9% | +10.5% | +12.1% |
| 6M | -3.7% | +13.6% | -17.4% | -9.7% |
| YTD | -12.7% | +12.7% | -25.4% | -17.8% |
| 1Y | -16.5% | +17.6% | -34.1% | -23.0% |
| 3Y | +179.4% | +77.3% | +102.0% | +137.8% |
| 5Y | -78.8% | +84.1% | -162.9% | -81.7% |
| All | -78.7% | +81.9% | -160.5% | -81.5% |
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