+292.1%
MTH vs VOO
+315.3%
-23.2%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.4% |
| 7D | -5.3% | -0.4% | -4.9% | -4.8% |
| 30D | -11.3% | -1.4% | -9.9% | -9.7% |
| 3M | -10.9% | +3.7% | -14.6% | -15.0% |
| 6M | -4.9% | +13.0% | -17.9% | -18.6% |
| YTD | -1.6% | +12.4% | -14.1% | -15.4% |
| 1Y | -17.2% | +18.6% | -35.8% | -33.7% |
| 3Y | +1.6% | +78.1% | -76.5% | -52.8% |
| 5Y | +29.7% | +82.3% | -52.6% | -41.0% |
| 10Y | +292.1% | +322.5% | -30.4% | -42.8% |
| All | +292.1% | +315.3% | -23.2% | -42.8% |
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