+2,332.7%
MTZ vs VOO
+817.1%
+1,515.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.6% |
| 7D | -1.6% | +0.1% | -1.7% | -1.8% |
| 30D | -11.1% | +0.1% | -11.1% | -11.1% |
| 3M | -36.7% | +2.0% | -38.7% | -38.2% |
| 6M | -21.9% | +13.0% | -35.0% | -33.6% |
| YTD | +9.1% | +13.6% | -4.5% | -7.9% |
| 1Y | +30.0% | +20.1% | +9.9% | +2.3% |
| 3Y | +138.5% | +77.6% | +60.9% | +14.4% |
| 5Y | +158.3% | +82.4% | +75.9% | +18.1% |
| 10Y | +700.8% | +316.8% | +383.9% | +10.8% |
| All | +2,332.7% | +817.1% | +1,515.6% | +8.4% |
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