+607.1%
MS vs VOO
+309.9%
+297.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.9% |
| 7D | -1.6% | -2.7% | +1.2% | +2.1% |
| 30D | -3.8% | -5.4% | +1.6% | +3.6% |
| 3M | -14.6% | -4.1% | -10.5% | -9.6% |
| 6M | -5.1% | +0.7% | -5.8% | -5.6% |
| YTD | +4.5% | +8.7% | -4.2% | -5.6% |
| 1Y | +13.5% | +11.0% | +2.6% | 0.0% |
| 3Y | +160.4% | +75.5% | +84.9% | +28.1% |
| 5Y | +112.9% | +68.4% | +44.5% | +10.5% |
| All | +607.1% | +309.9% | +297.2% | -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 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