+38.2%
MCS vs VOO
+75.1%
-36.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | -0.2% |
| 7D | -2.3% | -0.9% | -1.4% | -1.7% |
| 30D | -0.3% | -2.3% | +2.1% | +1.5% |
| 3M | -4.2% | -1.2% | -3.0% | -3.4% |
| 6M | +56.0% | +3.3% | +52.7% | +52.1% |
| YTD | +78.8% | +12.3% | +66.5% | +64.1% |
| 1Y | +76.5% | +12.5% | +64.0% | +61.6% |
| 3Y | +92.0% | +79.2% | +12.8% | +25.9% |
| 5Y | +38.2% | +75.7% | -37.5% | -6.1% |
| All | +38.2% | +75.1% | -36.9% | -6.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling