+52.9%
MDST vs VOO
+52.8%
+0.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +0.4% | -0.4% | +0.7% | +0.5% |
| 30D | +2.9% | -1.4% | +4.3% | +3.5% |
| 3M | +5.7% | +3.7% | +2.0% | +3.9% |
| 6M | +9.2% | +13.0% | -3.9% | +2.6% |
| YTD | +21.3% | +12.4% | +8.8% | +14.1% |
| 1Y | +23.5% | +18.6% | +4.9% | +12.3% |
| All | +52.9% | +52.8% | +0.1% | +21.5% |
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