+967.1%
MTA vs VOO
+325.3%
+641.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.8% | +1.0% |
| 7D | -1.1% | -0.8% | -0.3% | -0.5% |
| 30D | +11.7% | -1.1% | +12.8% | +12.7% |
| 3M | +42.1% | +3.9% | +38.2% | +38.2% |
| 6M | +21.6% | +13.6% | +7.9% | +11.6% |
| YTD | +31.1% | +12.7% | +18.4% | +21.4% |
| 1Y | +75.0% | +17.6% | +57.4% | +57.7% |
| 3Y | +201.8% | +77.3% | +124.5% | +105.5% |
| 5Y | +48.4% | +84.1% | -35.8% | -2.5% |
| All | +967.1% | +325.3% | +641.8% | +309.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling