+753.2%
MTZ vs VOO
+315.3%
+437.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.8% | -1.6% |
| 7D | +2.3% | -0.4% | +2.6% | +2.7% |
| 30D | -10.3% | -1.4% | -8.9% | -8.7% |
| 3M | -31.8% | +3.7% | -35.6% | -34.7% |
| 6M | -19.2% | +13.0% | -32.2% | -30.6% |
| YTD | +10.7% | +12.4% | -1.7% | -4.2% |
| 1Y | +37.5% | +18.6% | +18.9% | +11.9% |
| 3Y | +162.4% | +78.1% | +84.3% | +33.9% |
| 5Y | +166.3% | +82.3% | +84.1% | +31.4% |
| 10Y | +753.2% | +322.5% | +430.6% | +42.0% |
| All | +753.2% | +315.3% | +437.9% | +42.0% |
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 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