+134.2%
MTDR vs VOO
+80.3%
+53.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.2% | +2.2% |
| 7D | +3.2% | -2.0% | +5.2% | +5.3% |
| 30D | +17.1% | -1.7% | +18.8% | +19.0% |
| 3M | +13.1% | +4.7% | +8.3% | +6.8% |
| 6M | +14.8% | +12.6% | +2.2% | -1.3% |
| YTD | +48.4% | +11.8% | +36.7% | +28.3% |
| 1Y | +28.6% | +17.5% | +11.1% | +4.3% |
| 3Y | +4.3% | +77.0% | -72.7% | -47.9% |
| 5Y | +134.2% | +82.6% | +51.6% | +20.7% |
| All | +134.2% | +80.3% | +53.8% | +20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling