+215.5%
MT vs VOO
+79.1%
+136.4%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -1.3% |
| 7D | +5.2% | +0.5% | +4.7% | +4.5% |
| 30D | +5.3% | -0.9% | +6.2% | +6.7% |
| 3M | +15.1% | +3.9% | +11.2% | +9.6% |
| 6M | +39.9% | +14.5% | +25.3% | +18.8% |
| YTD | +70.5% | +13.0% | +57.5% | +47.6% |
| 1Y | +128.6% | +19.4% | +109.2% | +86.0% |
| 3Y | +215.5% | +78.9% | +136.6% | +56.6% |
| All | +215.5% | +79.1% | +136.4% | +56.6% |
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 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