+19.1%
MTRX vs VOO
+807.8%
-788.8%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.6% |
| 7D | -1.7% | -0.4% | -1.3% | -1.3% |
| 30D | -7.9% | -1.4% | -6.6% | -6.3% |
| 3M | -19.6% | +3.7% | -23.4% | -23.4% |
| 6M | -3.3% | +13.0% | -16.4% | -17.8% |
| YTD | -8.7% | +12.4% | -21.2% | -21.6% |
| 1Y | -25.1% | +18.6% | -43.6% | -39.8% |
| 3Y | +33.5% | +78.1% | -44.6% | -36.8% |
| 5Y | -0.8% | +82.3% | -83.1% | -55.3% |
| 10Y | -42.8% | +322.5% | -365.3% | -92.9% |
| All | +19.1% | +807.8% | -788.8% | -96.5% |
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