-36.0%
MTEX vs VOO
+325.3%
-361.3%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.4% | -3.8% |
| 7D | -8.8% | -0.8% | -8.0% | -8.5% |
| 30D | +61.9% | -1.1% | +63.0% | +62.5% |
| 3M | +44.3% | +3.9% | +40.4% | +42.2% |
| 6M | +29.3% | +13.6% | +15.7% | +23.1% |
| YTD | -0.5% | +12.7% | -13.2% | -4.9% |
| 1Y | +1.1% | +17.6% | -16.5% | -5.0% |
| 3Y | -33.3% | +77.3% | -110.6% | -46.8% |
| 5Y | -68.9% | +84.1% | -153.0% | -75.7% |
| All | -36.0% | +325.3% | -361.3% | -63.1% |
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