+179.4%
MRT vs VOO
+77.4%
+101.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | 0.0% |
| 7D | +2.5% | -0.8% | +3.2% | +3.3% |
| 30D | +12.5% | -1.1% | +13.6% | +13.8% |
| 3M | +14.4% | +3.9% | +10.5% | +8.5% |
| 6M | -3.7% | +13.6% | -17.4% | -18.7% |
| YTD | -12.7% | +12.7% | -25.4% | -25.7% |
| 1Y | -16.5% | +17.6% | -34.1% | -33.2% |
| 3Y | +179.4% | +77.3% | +102.0% | +25.7% |
| All | +179.4% | +77.4% | +101.9% | +25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling