+4.2%
MTLS vs VOO
+317.9%
-313.7%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.4% | -1.0% |
| 7D | -4.7% | +0.1% | -4.8% | -4.6% |
| 30D | -17.1% | -3.3% | -13.8% | -13.6% |
| 3M | +0.4% | -2.4% | +2.8% | +3.4% |
| 6M | +27.2% | +2.6% | +24.6% | +23.2% |
| YTD | +24.0% | +11.3% | +12.7% | +8.8% |
| 1Y | +19.0% | +13.4% | +5.6% | +1.9% |
| 3Y | +24.4% | +80.3% | -55.9% | -39.1% |
| 5Y | -73.2% | +72.7% | -145.9% | -85.7% |
| 10Y | +4.2% | +310.0% | -305.8% | -69.9% |
| All | +4.2% | +317.9% | -313.7% | -69.9% |
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