-75.2%
MTLS vs VOO
+67.9%
-143.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +0.9% |
| 7D | -6.0% | -2.7% | -3.3% | -2.0% |
| 30D | -20.6% | -5.4% | -15.2% | -14.1% |
| 3M | 0.0% | -4.1% | +4.1% | +6.0% |
| 6M | +20.1% | +0.7% | +19.4% | +18.6% |
| YTD | +21.6% | +8.7% | +12.9% | +7.5% |
| 1Y | +15.2% | +11.0% | +4.2% | -1.3% |
| 3Y | +17.4% | +75.5% | -58.1% | -50.1% |
| All | -75.2% | +67.9% | -143.1% | -87.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling