+1,685.6%
MTZ vs VOO
+777.9%
+907.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.3% | +9.2% | +9.1% |
| 7D | -6.4% | -2.7% | -3.7% | -3.3% |
| 30D | -22.1% | -5.4% | -16.7% | -16.3% |
| 3M | -32.7% | -4.1% | -28.6% | -29.1% |
| 6M | -59.8% | +0.7% | -60.6% | -60.2% |
| YTD | -19.9% | +8.7% | -28.6% | -28.5% |
| 1Y | -11.5% | +11.0% | -22.4% | -23.0% |
| 3Y | +258.1% | +75.5% | +182.6% | +74.2% |
| 5Y | +85.5% | +68.4% | +17.2% | -5.6% |
| 10Y | +492.2% | +315.7% | +176.5% | -18.9% |
| All | +1,685.6% | +777.9% | +907.8% | -15.9% |
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