-27.4%
MTC vs VOO
+78.5%
-105.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | +17.8% | +2.6% | +15.2% | +14.9% |
| 30D | +25.5% | -2.0% | +27.5% | +27.9% |
| 3M | +103.3% | -2.8% | +106.1% | +108.5% |
| 6M | +15.7% | +2.2% | +13.6% | +13.2% |
| YTD | +78.4% | +11.5% | +66.8% | +61.8% |
| 1Y | +141.1% | +13.5% | +127.6% | +115.9% |
| 3Y | -27.4% | +78.1% | -105.5% | +43.3% |
| All | -27.4% | +78.5% | -105.8% | +43.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling