+491.8%
MTA vs VOO
+812.0%
-320.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | +3.4% | +0.5% | +2.9% | +3.2% |
| 30D | +16.7% | -0.9% | +17.6% | +17.3% |
| 3M | +41.6% | +3.9% | +37.7% | +39.0% |
| 6M | +21.4% | +14.5% | +6.9% | +14.0% |
| YTD | +31.2% | +13.0% | +18.3% | +24.3% |
| 1Y | +83.3% | +19.4% | +63.9% | +69.4% |
| 3Y | +200.3% | +78.9% | +121.4% | +131.4% |
| 5Y | +36.1% | +82.3% | -46.2% | +3.3% |
| 10Y | +1,083.6% | +314.2% | +769.4% | +672.7% |
| All | +491.8% | +812.0% | -320.2% | +356.9% |
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