-99.9%
MTEN vs VOO
+56.1%
-156.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.8% | -2.0% |
| 7D | -4.3% | -2.0% | -2.3% | -2.9% |
| 30D | -27.4% | -1.7% | -25.7% | -26.5% |
| 3M | -41.8% | +4.7% | -46.6% | -42.9% |
| 6M | -39.0% | +12.6% | -51.5% | -41.6% |
| YTD | -99.4% | +11.8% | -111.2% | -99.4% |
| 1Y | -100.0% | +17.5% | -117.5% | -100.0% |
| All | -99.9% | +56.1% | -156.0% | -99.9% |
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 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