+463.1%
MTN vs VOO
+812.0%
-348.9%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.9% |
| 7D | +0.5% | +0.5% | -0.1% | -0.1% |
| 30D | -10.6% | -0.9% | -9.7% | -9.8% |
| 3M | -1.6% | +3.9% | -5.5% | -5.5% |
| 6M | -1.0% | +14.5% | -15.5% | -13.8% |
| YTD | +3.4% | +13.0% | -9.5% | -8.9% |
| 1Y | -6.6% | +19.4% | -26.1% | -22.3% |
| 3Y | -37.7% | +78.9% | -116.6% | -65.8% |
| 5Y | -43.7% | +82.3% | -126.0% | -69.7% |
| 10Y | +12.0% | +314.2% | -302.2% | -75.6% |
| All | +463.1% | +812.0% | -348.9% | -64.1% |
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