-78.0%
MRT vs VOO
+81.4%
-159.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.3% | -2.5% |
| 7D | -1.8% | -0.4% | -1.5% | -1.7% |
| 30D | +19.0% | -1.4% | +20.4% | +19.7% |
| 3M | +20.3% | +3.7% | +16.6% | +18.0% |
| 6M | -1.8% | +13.0% | -14.9% | -7.7% |
| YTD | -10.1% | +12.4% | -22.6% | -15.3% |
| 1Y | -11.2% | +18.6% | -29.8% | -18.5% |
| 3Y | +173.1% | +78.1% | +95.0% | +132.9% |
| 5Y | -78.2% | +82.3% | -160.4% | -81.1% |
| All | -78.0% | +81.4% | -159.5% | -81.0% |
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