+52.7%
MDST vs VOO
+53.5%
-0.7%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.2% |
| 7D | +0.2% | +0.5% | -0.3% | 0.0% |
| 30D | +4.6% | -0.9% | +5.5% | +4.9% |
| 3M | +5.3% | +3.9% | +1.4% | +3.4% |
| 6M | +9.1% | +14.5% | -5.5% | +1.8% |
| YTD | +21.1% | +13.0% | +8.2% | +13.8% |
| 1Y | +24.1% | +19.4% | +4.7% | +12.5% |
| All | +52.7% | +53.5% | -0.7% | +21.2% |
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