+239.2%
MZTI vs VOO
+807.8%
-568.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.3% | -2.4% |
| 7D | -8.3% | -0.4% | -7.9% | -8.1% |
| 30D | -10.4% | -1.4% | -9.0% | -9.7% |
| 3M | -7.1% | +3.7% | -10.8% | -9.5% |
| 6M | -37.1% | +13.0% | -50.1% | -42.2% |
| YTD | -36.9% | +12.4% | -49.3% | -41.8% |
| 1Y | -42.8% | +18.6% | -61.4% | -49.2% |
| 3Y | -31.8% | +78.1% | -109.9% | -54.3% |
| 5Y | -34.6% | +82.3% | -116.9% | -57.9% |
| 10Y | -5.3% | +322.5% | -327.8% | -69.0% |
| All | +239.2% | +807.8% | -568.6% | -46.6% |
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