-46.4%
MTEX vs VOO
+812.0%
-858.4%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | +25.0% | +0.5% | +24.5% | +24.7% |
| 30D | +86.6% | -0.9% | +87.6% | +87.3% |
| 3M | +58.8% | +3.9% | +54.9% | +56.2% |
| 6M | +33.4% | +14.5% | +18.9% | +25.8% |
| YTD | +8.4% | +13.0% | -4.6% | +2.8% |
| 1Y | -4.6% | +19.4% | -24.0% | -11.7% |
| 3Y | -23.8% | +78.9% | -102.7% | -41.1% |
| 5Y | -70.2% | +82.3% | -152.4% | -77.4% |
| 10Y | -29.5% | +314.2% | -343.7% | -64.9% |
| All | -46.4% | +812.0% | -858.4% | -83.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling