+32.3%
MFSI vs VOO
+26.9%
+5.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.3% | +0.4% | +0.9% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +1.5% | -3.3% | +4.8% | +4.1% |
| 3M | -1.9% | -2.4% | +0.5% | -0.1% |
| 6M | +4.1% | +2.6% | +1.5% | +2.1% |
| YTD | +9.2% | +11.3% | -2.1% | +0.8% |
| 1Y | +13.3% | +13.4% | -0.1% | +3.2% |
| All | +32.3% | +26.9% | +5.4% | +9.3% |
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