+16.2%
MCS vs VOO
+309.9%
-293.7%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.8% |
| 7D | +0.8% | -2.7% | +3.5% | +3.6% |
| 30D | +0.3% | -5.4% | +5.7% | +6.0% |
| 3M | -12.4% | -4.1% | -8.3% | -8.7% |
| 6M | +49.8% | +0.7% | +49.1% | +48.1% |
| YTD | +74.7% | +8.7% | +65.9% | +59.7% |
| 1Y | +80.4% | +11.0% | +69.4% | +61.4% |
| 3Y | +82.9% | +75.5% | +7.5% | +0.5% |
| 5Y | +36.7% | +68.4% | -31.6% | -22.5% |
| All | +16.2% | +309.9% | -293.7% | -76.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling