+818.4%
VOO vs MTB
+330.1%
+488.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -0.4% | +1.1% | -1.4% | -0.7% |
| 30D | -1.4% | -4.6% | +3.2% | +0.2% |
| 3M | +3.7% | +6.3% | -2.5% | +1.3% |
| 6M | +13.0% | +15.6% | -2.6% | +7.0% |
| YTD | +12.4% | +20.6% | -8.1% | +4.6% |
| 1Y | +18.6% | +22.5% | -3.9% | +9.4% |
| 3Y | +78.1% | +114.4% | -36.4% | +31.4% |
| 5Y | +82.3% | +101.9% | -19.6% | +32.6% |
| 10Y | +322.5% | +170.4% | +152.1% | +143.7% |
| All | +818.4% | +330.1% | +488.3% | +297.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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