+14.2%
MTW vs VOO
+325.3%
-311.1%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | -0.2% |
| 7D | -2.9% | -0.8% | -2.2% | -1.8% |
| 30D | +3.1% | -1.1% | +4.1% | +4.8% |
| 3M | +70.2% | +3.9% | +66.3% | +61.4% |
| 6M | +58.1% | +13.6% | +44.5% | +32.2% |
| YTD | +73.3% | +12.7% | +60.6% | +46.9% |
| 1Y | +102.9% | +17.6% | +85.3% | +62.1% |
| 3Y | +42.0% | +77.3% | -35.3% | -36.5% |
| 5Y | -5.2% | +84.1% | -89.3% | -58.9% |
| All | +14.2% | +325.3% | -311.1% | -88.6% |
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