+1,052.2%
MS vs VOO
+817.1%
+235.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.8% |
| 7D | +1.4% | +0.1% | +1.3% | +1.2% |
| 30D | -0.3% | +0.1% | -0.3% | -0.3% |
| 3M | +0.3% | +2.0% | -1.7% | -2.6% |
| 6M | +31.3% | +13.0% | +18.3% | +10.0% |
| YTD | +24.7% | +13.6% | +11.1% | +4.0% |
| 1Y | +47.9% | +20.1% | +27.8% | +13.9% |
| 3Y | +178.3% | +77.6% | +100.8% | +21.5% |
| 5Y | +144.9% | +82.4% | +62.5% | +1.2% |
| 10Y | +804.5% | +316.8% | +487.7% | -4.8% |
| All | +1,052.2% | +817.1% | +235.1% | -70.4% |
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