+137.6%
MTW vs VOO
+812.0%
-674.4%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.0% |
| 7D | +10.7% | +0.5% | +10.2% | +9.7% |
| 30D | +11.6% | -0.9% | +12.5% | +13.5% |
| 3M | +75.8% | +3.9% | +71.9% | +65.2% |
| 6M | +56.5% | +14.5% | +42.0% | +25.2% |
| YTD | +75.1% | +13.0% | +62.1% | +43.7% |
| 1Y | +106.0% | +19.4% | +86.6% | +54.0% |
| 3Y | +37.9% | +78.9% | -41.0% | -48.0% |
| 5Y | -5.8% | +82.3% | -88.1% | -65.1% |
| 10Y | +7.8% | +314.2% | -306.5% | -91.9% |
| All | +137.6% | +812.0% | -674.4% | -96.9% |
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