+477.8%
MTSI vs VOO
+306.9%
+170.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.0% |
| 7D | -3.8% | -0.6% | -3.2% | -1.7% |
| 30D | -31.4% | -3.6% | -27.7% | -25.7% |
| 3M | -23.8% | -2.7% | -21.0% | -18.4% |
| 6M | -37.1% | +2.2% | -39.3% | -37.0% |
| YTD | +32.2% | +10.9% | +21.3% | +17.0% |
| 1Y | +26.9% | +11.3% | +15.6% | +12.1% |
| 3Y | +193.7% | +76.9% | +116.8% | +33.4% |
| 5Y | +218.0% | +73.5% | +144.5% | +52.2% |
| 10Y | +477.8% | +307.7% | +170.1% | -24.1% |
| All | +477.8% | +306.9% | +170.9% | -24.1% |
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 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