+26.4%
MTSI vs VOO
+9.9%
+16.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +0.3% | +10.5% | +10.0% |
| 7D | -10.0% | -2.7% | -7.3% | -1.5% |
| 30D | -37.2% | -5.4% | -31.8% | -25.8% |
| 3M | -30.1% | -4.1% | -26.0% | -19.6% |
| 6M | -31.9% | +0.7% | -32.6% | -28.5% |
| YTD | +23.2% | +8.7% | +14.5% | +10.6% |
| 1Y | +26.4% | +11.0% | +15.4% | +8.4% |
| All | +26.4% | +9.9% | +16.5% | +8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling