+660.7%
MTH vs VOO
+817.1%
-156.4%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.3% |
| 7D | -5.2% | +0.1% | -5.4% | -5.4% |
| 30D | -10.2% | +0.1% | -10.2% | -10.2% |
| 3M | -0.6% | +2.0% | -2.6% | -3.5% |
| 6M | -4.4% | +13.0% | -17.4% | -19.1% |
| YTD | +3.8% | +13.6% | -9.8% | -13.0% |
| 1Y | -15.2% | +20.1% | -35.3% | -34.3% |
| 3Y | +1.3% | +77.6% | -76.3% | -55.1% |
| 5Y | +32.2% | +82.4% | -50.3% | -43.2% |
| 10Y | +299.3% | +316.8% | -17.6% | -47.8% |
| All | +660.7% | +817.1% | -156.4% | -75.0% |
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