-100.0%
MTVA vs VOO
+315.8%
-415.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.8% | -6.0% | -5.8% |
| 7D | -5.1% | -0.8% | -4.4% | -4.6% |
| 30D | +12.9% | -1.1% | +14.0% | +13.9% |
| 3M | -17.4% | +3.9% | -21.3% | -20.1% |
| 6M | +1.8% | +13.6% | -11.8% | -8.9% |
| YTD | -80.3% | +12.7% | -93.0% | -82.2% |
| 1Y | -77.9% | +17.6% | -95.5% | -80.7% |
| 3Y | -95.8% | +77.3% | -173.2% | -97.4% |
| 5Y | -100.0% | +84.1% | -184.1% | -100.0% |
| 10Y | -100.0% | +323.5% | -423.5% | -100.0% |
| All | -100.0% | +315.8% | -415.8% | -100.0% |
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