-28.6%
MRTN vs VOO
+77.4%
-106.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.5% |
| 7D | -4.2% | -0.8% | -3.4% | -3.6% |
| 30D | -7.8% | -1.1% | -6.7% | -7.0% |
| 3M | -24.3% | +3.9% | -28.1% | -26.5% |
| 6M | +15.2% | +13.6% | +1.6% | +4.2% |
| YTD | +22.3% | +12.7% | +9.6% | +11.5% |
| 1Y | +17.6% | +17.6% | 0.0% | +3.8% |
| 3Y | -28.6% | +77.3% | -105.9% | -55.5% |
| All | -28.6% | +77.4% | -106.0% | -55.5% |
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 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