+272.8%
MTRN vs VOO
+82.8%
+190.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +1.2% |
| 7D | +5.4% | -0.8% | +6.2% | +6.5% |
| 30D | -9.0% | -1.1% | -8.0% | -7.7% |
| 3M | +4.7% | +3.9% | +0.9% | +0.3% |
| 6M | +79.8% | +13.6% | +66.2% | +55.5% |
| YTD | +107.6% | +12.7% | +94.9% | +81.3% |
| 1Y | +126.6% | +17.6% | +109.0% | +88.8% |
| 3Y | +149.4% | +77.3% | +72.1% | +31.0% |
| All | +272.8% | +82.8% | +190.0% | +89.3% |
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