-30.8%
MTEX vs VOO
+75.9%
-106.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.6% | +6.8% | +6.4% |
| 7D | +16.7% | -2.0% | +18.7% | +17.2% |
| 30D | +73.7% | -1.7% | +75.3% | +74.3% |
| 3M | +51.4% | +4.7% | +46.7% | +49.8% |
| 6M | +29.1% | +12.6% | +16.6% | +26.5% |
| YTD | +3.2% | +11.8% | -8.6% | +1.3% |
| 1Y | +4.2% | +17.5% | -13.4% | +0.8% |
| All | -30.8% | +75.9% | -106.7% | -37.1% |
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 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