+120.0%
MT vs VOO
+74.6%
+45.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.4% |
| 7D | +6.4% | +3.3% | +3.1% | +2.2% |
| 30D | +1.3% | -2.7% | +4.0% | +4.9% |
| 3M | -13.3% | -1.7% | -11.6% | -11.2% |
| 6M | +4.2% | +3.1% | +1.0% | +0.9% |
| YTD | +42.0% | +11.9% | +30.1% | +25.5% |
| 1Y | +60.0% | +12.1% | +48.0% | +41.2% |
| 3Y | +209.3% | +78.6% | +130.7% | +56.0% |
| 5Y | +120.0% | +73.8% | +46.2% | +17.4% |
| All | +120.0% | +74.6% | +45.5% | +17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling