+0.4%
MTLS vs VOO
+314.0%
-313.6%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +2.0% |
| 7D | +7.1% | +0.5% | +6.5% | +6.3% |
| 30D | +10.4% | -0.9% | +11.3% | +11.7% |
| 3M | +14.4% | +3.9% | +10.5% | +9.0% |
| 6M | +44.6% | +14.5% | +30.0% | +22.4% |
| YTD | +36.2% | +13.0% | +23.3% | +17.4% |
| 1Y | +45.7% | +19.4% | +26.2% | +17.3% |
| 3Y | +21.5% | +78.9% | -57.3% | -40.0% |
| 5Y | -67.2% | +82.3% | -149.5% | -83.5% |
| 10Y | +0.4% | +314.2% | -313.8% | -76.5% |
| All | +0.4% | +314.0% | -313.6% | -76.5% |
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