+16.8%
MT vs VOO
+803.9%
-787.1%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.3% |
| 7D | +6.4% | +3.3% | +3.1% | +1.1% |
| 30D | +1.3% | -2.7% | +4.0% | +5.8% |
| 3M | -13.3% | -1.7% | -11.6% | -10.8% |
| 6M | +4.2% | +3.1% | +1.0% | -0.3% |
| YTD | +42.0% | +11.9% | +30.1% | +20.7% |
| 1Y | +60.0% | +12.1% | +48.0% | +35.7% |
| 3Y | +209.3% | +78.6% | +130.7% | +20.9% |
| 5Y | +120.0% | +73.8% | +46.2% | -10.6% |
| 10Y | +236.3% | +312.3% | -76.0% | -70.4% |
| All | +16.8% | +803.9% | -787.1% | -97.8% |
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