+665.5%
MTH vs VOO
+795.4%
-130.0%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -3.9% |
| 7D | +0.3% | -0.6% | +0.8% | +1.1% |
| 30D | +14.4% | -3.6% | +18.0% | +19.9% |
| 3M | -5.9% | -2.7% | -3.1% | -2.5% |
| 6M | +4.7% | +2.2% | +2.4% | +1.1% |
| YTD | +4.4% | +10.9% | -6.5% | -9.8% |
| 1Y | +3.2% | +11.3% | -8.2% | -11.3% |
| 3Y | +6.7% | +76.9% | -70.2% | -52.7% |
| 5Y | +27.8% | +73.5% | -45.8% | -41.2% |
| 10Y | +343.3% | +307.7% | +35.6% | -40.6% |
| All | +665.5% | +795.4% | -130.0% | -74.1% |
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 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