+39.3%
MTZ vs VOO
+19.5%
+19.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.3% | +4.8% |
| 7D | +3.6% | +0.5% | +3.0% | +2.4% |
| 30D | -9.6% | -0.9% | -8.7% | -8.2% |
| 3M | -31.9% | +3.9% | -35.8% | -36.5% |
| 6M | -13.8% | +14.5% | -28.3% | -31.9% |
| YTD | +13.3% | +13.0% | +0.3% | -8.8% |
| 1Y | +39.3% | +19.4% | +19.9% | +1.0% |
| All | +39.3% | +19.5% | +19.8% | +1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling