-3.5%
MTEX vs VOO
+14.7%
-18.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.6% |
| 7D | +1.4% | -0.7% | +2.1% | +1.6% |
| 30D | +16.3% | -1.1% | +17.3% | +16.6% |
| 3M | +70.4% | -0.3% | +70.8% | +70.6% |
| 6M | +81.9% | +7.4% | +74.5% | +83.3% |
| YTD | +4.7% | +13.4% | -8.6% | +13.1% |
| 1Y | -3.5% | +14.8% | -18.3% | +3.7% |
| All | -3.5% | +14.7% | -18.1% | +3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling