+12.4%
MTBA vs VOO
+80.3%
-68.0%
-3.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | -1.0% | -2.0% | +1.0% | -0.9% |
| 30D | -1.1% | -1.7% | +0.5% | -1.0% |
| 3M | -0.9% | +4.7% | -5.7% | -1.2% |
| 6M | -1.9% | +12.6% | -14.4% | -2.4% |
| YTD | -1.3% | +11.8% | -13.1% | -1.9% |
| 1Y | +0.2% | +17.5% | -17.3% | -0.6% |
| All | +12.4% | +80.3% | -68.0% | +6.3% |
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