-44.1%
MTRX vs VOO
+325.3%
-369.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +1.4% |
| 7D | -0.1% | -0.8% | +0.7% | +0.8% |
| 30D | -9.6% | -1.1% | -8.6% | -8.5% |
| 3M | -21.2% | +3.9% | -25.1% | -24.7% |
| 6M | 0.0% | +13.6% | -13.6% | -13.6% |
| YTD | -9.3% | +12.7% | -22.0% | -20.7% |
| 1Y | -18.7% | +17.6% | -36.3% | -32.0% |
| 3Y | +33.1% | +77.3% | -44.2% | -29.0% |
| 5Y | +0.2% | +84.1% | -83.9% | -49.1% |
| All | -44.1% | +325.3% | -369.4% | -90.2% |
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