+916.9%
MSA vs VOO
+806.9%
+110.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.9% |
| 7D | -0.8% | -0.9% | +0.1% | +0.2% |
| 30D | -3.2% | -2.3% | -0.8% | -0.7% |
| 3M | -8.4% | -1.2% | -7.2% | -7.5% |
| 6M | +5.2% | +3.3% | +1.8% | +0.9% |
| YTD | +11.0% | +12.3% | -1.3% | -3.2% |
| 1Y | +11.4% | +12.5% | -1.1% | -3.1% |
| 3Y | +13.9% | +79.2% | -65.2% | -42.9% |
| 5Y | +21.0% | +75.7% | -54.7% | -39.1% |
| 10Y | +224.2% | +313.7% | -89.4% | -51.9% |
| All | +916.9% | +806.9% | +110.0% | -58.9% |
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