+101.7%
MTUS vs VOO
+325.3%
-223.6%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -0.9% |
| 7D | -3.5% | -0.8% | -2.7% | -2.4% |
| 30D | -11.4% | -1.1% | -10.3% | -10.0% |
| 3M | -7.1% | +3.9% | -10.9% | -12.1% |
| 6M | +20.9% | +13.6% | +7.2% | +0.7% |
| YTD | +12.1% | +12.7% | -0.6% | -5.7% |
| 1Y | +13.3% | +17.6% | -4.3% | -10.5% |
| 3Y | -6.8% | +77.3% | -84.1% | -58.9% |
| 5Y | +44.4% | +84.1% | -39.7% | -38.1% |
| All | +101.7% | +325.3% | -223.6% | -78.4% |
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 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