+700.6%
MTH vs VOO
+798.5%
-97.9%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.3% | +1.0% | +0.2% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | +19.6% | -3.3% | +22.9% | +24.8% |
| 3M | -5.0% | -2.4% | -2.6% | -2.1% |
| 6M | +9.5% | +2.6% | +6.9% | +5.2% |
| YTD | +9.2% | +11.3% | -2.1% | -6.1% |
| 1Y | +7.9% | +13.4% | -5.5% | -9.7% |
| 3Y | +15.4% | +80.3% | -64.8% | -50.2% |
| 5Y | +30.1% | +72.7% | -42.6% | -39.7% |
| 10Y | +378.4% | +310.0% | +68.3% | -36.4% |
| All | +700.6% | +798.5% | -97.9% | -73.0% |
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