+51.2%
MDST vs VOO
+54.3%
-3.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +3.6% | +0.1% | +3.6% | +3.6% |
| 3M | +3.2% | +2.0% | +1.2% | +2.2% |
| 6M | +7.7% | +13.0% | -5.4% | +1.3% |
| YTD | +19.9% | +13.6% | +6.3% | +12.4% |
| 1Y | +21.8% | +20.1% | +1.7% | +10.2% |
| All | +51.2% | +54.3% | -3.1% | +19.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling