-35.4%
MTLS vs VOO
+386.1%
-421.5%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.6% |
| 7D | +6.3% | +0.1% | +6.2% | +6.1% |
| 30D | +9.9% | +0.1% | +9.8% | +9.8% |
| 3M | +11.2% | +2.0% | +9.2% | +8.5% |
| 6M | +41.6% | +13.0% | +28.5% | +22.4% |
| YTD | +34.4% | +13.6% | +20.8% | +15.7% |
| 1Y | +50.1% | +20.1% | +30.0% | +21.0% |
| 3Y | +12.9% | +77.6% | -64.7% | -42.3% |
| 5Y | -69.2% | +82.4% | -151.6% | -84.1% |
| 10Y | +13.4% | +316.8% | -303.5% | -72.0% |
| All | -35.4% | +386.1% | -421.5% | -86.5% |
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 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