-99.2%
MTC vs VOO
+232.6%
-331.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.0% | +3.1% |
| 7D | +24.6% | -0.4% | +24.9% | +25.0% |
| 30D | +61.8% | -1.4% | +63.2% | +64.2% |
| 3M | +79.4% | +3.7% | +75.7% | +72.0% |
| 6M | -0.3% | +13.0% | -13.3% | -12.8% |
| YTD | +40.1% | +12.4% | +27.6% | +23.9% |
| 1Y | +388.8% | +18.6% | +370.2% | +311.2% |
| 3Y | -4.8% | +78.1% | -82.9% | -49.5% |
| 5Y | -95.6% | +82.3% | -177.8% | -97.7% |
| All | -99.2% | +232.6% | -331.8% | -99.8% |
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 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